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 | $300,182 | $135,952+120.8% | $123,892+142.3% | $273,961+9.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.03% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $5,000 | $5,170-3.3% | $4,617+8.3% | $4,869+2.7% |
| Participant deferral / active EE | $9,804 | $6,343+54.6% | $5,984+63.8% | $5,287+85.4% |
| Admin fee / account holder | $14 | $9,817-99.9% | $8,357-99.8% | $10,132-99.9% |