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 | $351,103 | $104,251+236.8% | $91,001+285.8% | $147,584+137.9% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 9.55% | 27.06%-17.5pp | 4.60%+4.9pp | 578.55%-569.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,567 | $4,195+128.0% | $3,547+169.7% | $5,439+75.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |