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 | $446,397 | $98,240+354.4% | $82,313+442.3% | $147,584+202.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.07% | 30.85%-12.8pp | 25.88%-7.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $21,487 | $3,192+573.2% | $2,428+784.9% | $4,876+340.6% |
| Participant deferral / active EE | $6,340 | $4,383+44.7% | $3,706+71.1% | $5,439+16.6% |
| Admin fee / account holder | $18 | $8,563-99.8% | $5,608-99.7% | $10,885-99.8% |