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 | $284,330 | $81,460+249.0% | $103,333+175.2% | $80,856+251.6% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 14.21% | 25.55%-11.3pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $7,277 | $3,105+134.3% | $3,868+88.1% | $2,755+164.1% |
| Participant deferral / active EE | $14,732 | $3,869+280.8% | $5,057+191.3% | $4,296+242.9% |
| Admin fee / account holder | $230 | $6,566-96.5% | $8,355-97.2% | $6,918-96.7% |