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 | $262,455 | $91,190+187.8% | $178,490+47.0% | $79,858+228.7% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 11.92% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $10,407 | $3,256+219.7% | $5,011+107.7% | $2,471+321.2% |
| Participant deferral / active EE | $8,425 | $3,236+160.3% | $5,202+62.0% | $3,740+125.3% |
| Admin fee / account holder | $241 | $6,751-96.4% | $13,984-98.3% | $5,306-95.5% |