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 | $251,843 | $85,766+193.6% | $136,294+84.8% | $70,131+259.1% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 16.55% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $8,855 | $2,966+198.5% | $4,695+88.6% | $2,342+278.0% |
| Participant deferral / active EE | $10,701 | $5,051+111.8% | $6,247+71.3% | $3,332+221.2% |
| Admin fee / account holder | $33 | $5,420-99.4% | $9,243-99.6% | $4,645-99.3% |