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 | $344,866 | $153,772+124.3% | $133,980+157.4% | $273,961+25.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.21% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.2pp |
| Employer contribution / active EE | $8,941 | $6,029+48.3% | $5,211+71.6% | $4,869+83.6% |
| Participant deferral / active EE | $15,678 | $6,958+125.3% | $6,282+149.6% | $5,287+196.5% |
| Admin fee / account holder | $31 | $11,765-99.7% | $9,324-99.7% | $10,132-99.7% |