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 | $644,588 | $98,750+552.7% | $149,696+330.6% | $79,858+707.2% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.6%+14.2pp |
| Annual return | 20.02% | 27.43%-7.4pp | 276.60%-256.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $9,662 | $3,216+200.4% | $4,644+108.0% | $2,471+291.1% |
| Participant deferral / active EE | $9,320 | $5,680+64.1% | $6,842+36.2% | $3,740+149.2% |
| Admin fee / account holder | $127 | $6,053-97.9% | $9,309-98.6% | $5,306-97.6% |