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 | $740,525 | $209,336+253.8% | $197,124+275.7% | $137,256+439.5% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 32.56% | 48.09%-15.5pp | 44.34%-11.8pp | 220.34%-187.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,022 | $9,614-27.0% | $9,135-23.1% | $6,407+9.6% |
| Admin fee / account holder | $17 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |