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 | $755,921 | $181,894+315.6% | $156,549+382.9% | $273,961+175.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.93% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $29,787 | $6,248+376.7% | $5,501+441.5% | $4,869+511.8% |
| Participant deferral / active EE | $22,000 | $5,550+296.4% | $4,871+351.6% | $5,287+316.1% |
| Admin fee / account holder | $265 | $15,559-98.3% | $13,027-98.0% | $10,132-97.4% |