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 | $381,929 | $99,341+284.5% | $84,750+350.7% | $273,961+39.4% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 9.54% | 22.93%-13.4pp | 22.78%-13.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $3,971 | $4,214-5.7% | $3,574+11.1% | $4,869-18.4% |
| Participant deferral / active EE | $6,255 | $4,269+46.5% | $3,712+68.5% | $5,287+18.3% |
| Admin fee / account holder | $7 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |