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 | $251,418 | $93,571+168.7% | $135,903+85.0% | $75,163+234.5% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 17.02% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $13,820 | $3,537+290.8% | $4,856+184.6% | $2,670+417.7% |
| Participant deferral / active EE | $3,645 | $6,404-43.1% | $7,758-53.0% | $4,125-11.7% |
| Admin fee / account holder | $54 | $6,975-99.2% | $10,762-99.5% | $5,651-99.0% |