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 | $351,944 | $135,952+158.9% | $123,892+184.1% | $273,961+28.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.21% | 56.63%-47.4pp | 47.52%-38.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $30,000 | $5,170+480.3% | $4,617+549.8% | $4,869+516.2% |
| Participant deferral / active EE | $4,029 | $6,343-36.5% | $5,984-32.7% | $5,287-23.8% |
| Admin fee / account holder | $204 | $9,817-97.9% | $8,357-97.6% | $10,132-98.0% |