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 | $257,101 | $80,968+217.5% | $96,544+166.3% | $75,163+242.1% |
| Participation rate | 86.2% | 71.8%+14.4pp | 76.0%+10.2pp | 67.2%+19.0pp |
| Annual return | 23.05% | 27.06%-4.0pp | 25.84%-2.8pp | 160.62%-137.6pp |
| Employer contribution / active EE | $4,181 | $2,282+83.2% | $2,965+41.0% | $2,670+56.6% |
| Participant deferral / active EE | $7,090 | $3,928+80.5% | $4,851+46.2% | $4,125+71.9% |
| Admin fee / account holder | $205 | $6,724-96.9% | $8,252-97.5% | $5,651-96.4% |