See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,075 | $181,894+89.7% | $156,549+120.4% | $273,961+26.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 11.07% | 30.74%-19.7pp | 32.23%-21.2pp | 41.45%-30.4pp |
| Employer contribution / active EE | $7,038 | $6,248+12.6% | $5,501+27.9% | $4,869+44.6% |
| Participant deferral / active EE | $7,672 | $5,550+38.2% | $4,871+57.5% | $5,287+45.1% |
| Admin fee / account holder | $5 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |