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 | $274,943 | $81,248+238.4% | $155,509+76.8% | $80,856+240.0% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 20.89% | 33.31%-12.4pp | 64.67%-43.8pp | 35.59%-14.7pp |
| Employer contribution / active EE | $8,940 | $3,100+188.4% | $4,672+91.3% | $2,755+224.5% |
| Participant deferral / active EE | $5,379 | $3,452+55.8% | $5,626-4.4% | $4,296+25.2% |
| Admin fee / account holder | $16 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |