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 | $284,537 | $81,248+250.2% | $155,509+83.0% | $80,856+251.9% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 23.36% | 33.31%-9.9pp | 64.67%-41.3pp | 35.59%-12.2pp |
| Employer contribution / active EE | $9,684 | $3,100+212.3% | $4,672+107.2% | $2,755+251.5% |
| Participant deferral / active EE | $10,239 | $3,452+196.7% | $5,626+82.0% | $4,296+138.4% |
| Admin fee / account holder | $1 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |