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 | $350,472 | $117,983+197.1% | $101,794+244.3% | $142,382+146.1% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 16.29% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,073 | $2,773+46.9% | $2,289+78.0% | $4,299-5.3% |
| Participant deferral / active EE | $5,954 | $4,714+26.3% | $4,084+45.8% | $6,507-8.5% |
| Admin fee / account holder | $1 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |