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 | $419,894 | $65,365+542.4% | $92,893+352.0% | $72,985+475.3% |
| Participation rate | 96.6% | 68.3%+28.2pp | 76.0%+20.5pp | 69.5%+27.1pp |
| Annual return | 24.69% | 42.10%-17.4pp | 109.41%-84.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $24,181 | $2,594+832.1% | $3,653+562.0% | $2,440+891.1% |
| Participant deferral / active EE | $7,583 | $3,128+142.4% | $4,236+79.0% | $3,607+110.2% |
| Admin fee / account holder | $9 | $4,251-99.8% | $5,794-99.9% | $5,124-99.8% |