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 | $275,418 | $106,515+158.6% | $96,683+184.9% | $139,434+97.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 30.48% | 38.43%-7.9pp | 35.69%-5.2pp | 372.94%-342.5pp |
| Employer contribution / active EE | $6,421 | $4,103+56.5% | $3,737+71.8% | $4,751+35.2% |
| Participant deferral / active EE | $7,543 | $5,454+38.3% | $4,878+54.6% | $6,710+12.4% |
| Admin fee / account holder | $27 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |