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 | $389,204 | $62,586+521.9% | $76,768+407.0% | $64,186+506.4% |
| Participation rate | 93.5% | 72.8%+20.7pp | 77.0%+16.6pp | 69.6%+24.0pp |
| Annual return | 8.10% | -1.95%+10.0pp | 2.43%+5.7pp | 7.63%+0.5pp |
| Employer contribution / active EE | $8,856 | $1,832+383.4% | $2,485+256.4% | $2,381+272.0% |
| Participant deferral / active EE | $13,954 | $3,145+343.7% | $3,852+262.3% | $3,470+302.2% |
| Admin fee / account holder | $5 | $4,667-99.9% | $6,675-99.9% | $4,888-99.9% |