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 | $290,751 | $135,952+113.9% | $123,892+134.7% | $273,961+6.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.97% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $5,155 | $5,170-0.3% | $4,617+11.7% | $4,869+5.9% |
| Participant deferral / active EE | $14,023 | $6,343+121.1% | $5,984+134.3% | $5,287+165.2% |
| Admin fee / account holder | $96 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |