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 | $432,590 | $80,968+434.3% | $96,544+348.1% | $75,163+475.5% |
| Participation rate | 84.8% | 71.8%+13.1pp | 76.0%+8.9pp | 67.2%+17.7pp |
| Annual return | 17.52% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $6,619 | $2,282+190.1% | $2,965+123.2% | $2,670+147.9% |
| Participant deferral / active EE | $12,103 | $3,928+208.1% | $4,851+149.5% | $4,125+193.4% |
| Admin fee / account holder | $154 | $6,724-97.7% | $8,252-98.1% | $5,651-97.3% |