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 | $620,484 | $73,867+740.0% | $143,757+331.6% | $68,494+805.9% |
| Participation rate | 92.2% | 66.7%+25.5pp | 80.3%+11.9pp | 67.9%+24.3pp |
| Annual return | 2.12% | 1.01%+1.1pp | -0.04%+2.2pp | -7.84%+10.0pp |
| Employer contribution / active EE | $30,044 | $3,184+843.6% | $4,951+506.8% | $2,596+1057.2% |
| Participant deferral / active EE | $3,959 | $3,384+17.0% | $5,637-29.8% | $4,027-1.7% |
| Admin fee / account holder | $249 | $5,755-95.7% | $14,673-98.3% | $5,403-95.4% |