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 | $421,509 | $109,359+285.4% | $162,163+159.9% | $72,985+477.5% |
| Participation rate | 92.7% | 84.3%+8.5pp | 87.6%+5.2pp | 69.5%+23.2pp |
| Annual return | 24.27% | 25.46%-1.2pp | 115.59%-91.3pp | 81.00%-56.7pp |
| Employer contribution / active EE | $14,817 | $3,907+279.2% | $5,614+163.9% | $2,440+507.3% |
| Participant deferral / active EE | $15,554 | $5,481+183.8% | $7,298+113.1% | $3,607+331.2% |
| Admin fee / account holder | $47 | $7,972-99.4% | $10,843-99.6% | $5,124-99.1% |