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 | $612,077 | $154,228+296.9% | $145,433+320.9% | $137,256+345.9% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 17.30% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $6,741 | $4,804+40.3% | $4,554+48.0% | $4,156+62.2% |
| Participant deferral / active EE | $19,852 | $8,216+141.6% | $7,897+151.4% | $6,407+209.9% |
| Admin fee / account holder | $7 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |