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 | $446,578 | $80,968+451.5% | $96,544+362.6% | $75,163+494.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.18% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.4pp |
| Employer contribution / active EE | $15,622 | $2,282+584.6% | $2,965+426.9% | $2,670+485.1% |
| Participant deferral / active EE | $5,432 | $3,928+38.3% | $4,851+12.0% | $4,125+31.7% |
| Admin fee / account holder | $214 | $6,724-96.8% | $8,252-97.4% | $5,651-96.2% |