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 | $420,027 | $57,354+632.3% | $83,848+400.9% | $64,186+554.4% |
| Participation rate | 93.8% | 68.6%+25.1pp | 76.1%+17.6pp | 69.6%+24.2pp |
| Annual return | 11.60% | 11.38%+0.2pp | 850.88%-839.3pp | 7.63%+4.0pp |
| Employer contribution / active EE | $12,357 | $2,545+385.5% | $3,631+240.3% | $2,381+419.0% |
| Participant deferral / active EE | $2,322 | $2,993-22.4% | $4,082-43.1% | $3,470-33.1% |
| Admin fee / account holder | $44 | $4,046-98.9% | $5,478-99.2% | $4,888-99.1% |