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 5-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 | $291,100 | $148,978+95.4% | $200,582+45.1% | $84,808+243.2% |
| Participation rate | 83.8% | 84.2%-0.4pp | 86.9%-3.1pp | 68.3%+15.5pp |
| Annual return | 15.14% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $20,717 | $7,142+190.1% | $9,331+122.0% | $4,212+391.9% |
| Admin fee / account holder | $4 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |