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 | $312,343 | $104,251+199.6% | $91,001+243.2% | $147,584+111.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.92% | 27.06%-16.1pp | 4.60%+6.3pp | 578.55%-567.6pp |
| Employer contribution / active EE | $8,074 | $3,116+159.1% | $2,456+228.8% | $4,876+65.6% |
| Participant deferral / active EE | $4,491 | $4,195+7.1% | $3,547+26.6% | $5,439-17.4% |
| Admin fee / account holder | $4 | $8,948-100.0% | $5,417-99.9% | $10,885-100.0% |