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 | $253,095 | $337,732-25.1% | $337,732-25.1% | $532,464-52.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 79.0%+21.0pp | 89.6%+10.4pp |
| Annual return | 14.26% | 10.11%+4.2pp | 10.26%+4.0pp | 10.38%+3.9pp |
| Employer contribution / active EE | $0 | $9,330-100.0% | $9,009-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $0 | $3,000-100.0% | $2,768-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $3,556-100.0% | $3,556-100.0% | $14,894-100.0% |