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 | $511,737 | $154,117+232.0% | $129,995+293.7% | $139,434+267.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 26.18% | 32.48%-6.3pp | -137.18%+163.4pp | 372.94%-346.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $11,899 | $6,710+77.3% | $5,820+104.4% | $6,710+77.3% |
| Admin fee / account holder | $290 | $14,007-97.9% | $10,614-97.3% | $11,403-97.5% |