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 | $549,759 | $58,208+844.5% | $81,812+572.0% | $80,856+579.9% |
| Participation rate | 72.7% | 63.4%+9.3pp | 72.3%+0.4pp | 67.6%+5.1pp |
| Annual return | 14.85% | 41.66%-26.8pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $10,635 | $2,340+354.5% | $2,912+265.2% | $2,755+286.1% |
| Participant deferral / active EE | $13,475 | $3,281+310.7% | $4,319+212.0% | $4,296+213.7% |
| Admin fee / account holder | $15 | $4,981-99.7% | $7,386-99.8% | $6,918-99.8% |