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 | $439,841 | $60,022+632.8% | $88,946+394.5% | $84,808+418.6% |
| Participation rate | 71.4% | 57.8%+13.6pp | 68.8%+2.6pp | 68.3%+3.1pp |
| Annual return | 17.91% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,238 | $3,114+132.4% | $4,581+58.0% | $4,212+71.9% |
| Admin fee / account holder | $104 | $4,811-97.8% | $8,261-98.7% | $7,344-98.6% |