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 | $372,996 | $53,516+597.0% | $126,539+194.8% | $84,808+339.8% |
| Participation rate | 88.5% | 58.2%+30.3pp | 69.8%+18.7pp | 68.3%+20.2pp |
| Annual return | 22.84% | 58.34%-35.5pp | 425.95%-403.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $9,415 | $1,535+513.4% | $3,674+156.3% | $2,631+257.8% |
| Participant deferral / active EE | $10,157 | $2,671+280.3% | $4,083+148.8% | $4,212+141.2% |
| Admin fee / account holder | $280 | $4,497-93.8% | $6,065-95.4% | $7,344-96.2% |