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 | $296,084 | $90,503+227.2% | $78,689+276.3% | $273,961+8.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.72% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $13,567 | $3,176+327.2% | $2,851+375.9% | $4,869+178.7% |
| Participant deferral / active EE | $15,176 | $3,901+289.0% | $3,517+331.5% | $5,287+187.0% |
| Admin fee / account holder | $3 | $5,263-99.9% | $4,510-99.9% | $10,132-100.0% |