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 | $305,295 | $118,450+157.7% | $98,439+210.1% | $139,434+119.0% |
| Participation rate | 71.4% | 77.4%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 15.18% | 18.94%-3.8pp | 21.16%-6.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,410 | $3,609-5.5% | $3,048+11.9% | $4,751-28.2% |
| Participant deferral / active EE | $14,586 | $5,392+170.5% | $4,738+207.9% | $6,710+117.4% |
| Admin fee / account holder | $20 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |