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 | $565,038 | $148,978+279.3% | $200,582+181.7% | $84,808+566.3% |
| Participation rate | 96.1% | 84.2%+11.8pp | 86.9%+9.2pp | 68.3%+27.8pp |
| Annual return | 18.69% | 28.16%-9.5pp | 42.33%-23.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $25,272 | $4,815+424.8% | $6,419+293.7% | $2,631+860.5% |
| Participant deferral / active EE | $12,060 | $7,142+68.9% | $9,331+29.2% | $4,212+186.4% |
| Admin fee / account holder | $216 | $13,977-98.5% | $16,305-98.7% | $7,344-97.1% |