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 | $659,442 | $99,341+563.8% | $84,750+678.1% | $273,961+140.7% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 12.95% | 22.93%-10.0pp | 22.78%-9.8pp | 41.45%-28.5pp |
| Employer contribution / active EE | $10,244 | $4,214+143.1% | $3,574+186.6% | $4,869+110.4% |
| Participant deferral / active EE | $12,343 | $4,269+189.1% | $3,712+232.5% | $5,287+133.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |