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 | $251,306 | $132,239+90.0% | $105,722+137.7% | $273,961-8.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.29% | 10.07%-3.8pp | 12.25%-6.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,341 | $4,867-31.3% | $4,079-18.1% | $4,869-31.4% |
| Participant deferral / active EE | $10,875 | $6,233+74.5% | $5,326+104.2% | $5,287+105.7% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |