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 | $378,180 | $211,958+78.4% | $169,463+123.2% | $135,375+179.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.46% | 3.26%+5.2pp | 1.83%+6.6pp | 519.73%-511.3pp |
| Employer contribution / active EE | $1,852 | $5,120-63.8% | $4,159-55.5% | $4,779-61.2% |
| Participant deferral / active EE | $8,000 | $6,075+31.7% | $5,277+51.6% | $5,609+42.6% |
| Admin fee / account holder | $2 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |