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 | $287,784 | $86,929+231.1% | $102,423+181.0% | $80,856+255.9% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.6%+19.5pp |
| Annual return | 21.19% | 18.88%+2.3pp | 29.32%-8.1pp | 35.59%-14.4pp |
| Employer contribution / active EE | $4,345 | $2,369+83.4% | $3,023+43.7% | $2,755+57.7% |
| Participant deferral / active EE | $7,458 | $4,118+81.1% | $5,053+47.6% | $4,296+73.6% |
| Admin fee / account holder | $26 | $8,049-99.7% | $9,451-99.7% | $6,918-99.6% |