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 | $326,887 | $84,233+288.1% | $170,442+91.8% | $70,131+366.1% |
| Participation rate | 73.2% | 70.8%+2.3pp | 83.6%-10.4pp | 69.5%+3.6pp |
| Annual return | 16.76% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $10,156 | $3,387+199.9% | $5,433+86.9% | $2,342+333.6% |
| Participant deferral / active EE | $8,206 | $3,086+165.9% | $4,939+66.1% | $3,332+146.3% |
| Admin fee / account holder | $74 | $5,698-98.7% | $13,880-99.5% | $4,645-98.4% |