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 | $350,832 | $56,053+525.9% | $75,972+361.8% | $80,856+333.9% |
| Participation rate | 89.1% | 62.0%+27.1pp | 69.1%+20.0pp | 67.6%+21.5pp |
| Annual return | 19.51% | 20.53%-1.0pp | 359.55%-340.0pp | 35.59%-16.1pp |
| Employer contribution / active EE | $10,884 | $1,874+480.8% | $2,685+305.4% | $2,755+295.1% |
| Participant deferral / active EE | $7,136 | $3,052+133.8% | $4,255+67.7% | $4,296+66.1% |
| Admin fee / account holder | $60 | $5,234-98.9% | $6,467-99.1% | $6,918-99.1% |