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 | $319,752 | $215,361+48.5% | $171,082+86.9% | $273,961+16.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.80% | 25.14%-18.3pp | 32.56%-25.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $20,667 | $4,967+316.1% | $4,002+416.4% | $4,869+324.5% |
| Participant deferral / active EE | $1,161 | $5,543-79.0% | $4,797-75.8% | $5,287-78.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |