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 | $257,724 | $123,793+108.2% | $177,821+44.9% | $79,858+222.7% |
| Participation rate | 97.4% | 84.7%+12.7pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 20.12% | 22.82%-2.7pp | 48.32%-28.2pp | 31.71%-11.6pp |
| Employer contribution / active EE | $6,553 | $4,095+60.0% | $5,918+10.7% | $2,471+165.2% |
| Participant deferral / active EE | $12,582 | $5,956+111.2% | $7,714+63.1% | $3,740+236.4% |
| Admin fee / account holder | $8 | $7,243-99.9% | $12,427-99.9% | $5,306-99.8% |