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 | $253,332 | $54,705+363.1% | $71,209+255.8% | $84,808+198.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.13% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $10,435 | $2,158+383.6% | $2,721+283.5% | $2,631+296.6% |
| Participant deferral / active EE | $12,914 | $3,030+326.1% | $4,175+209.3% | $4,212+206.6% |
| Admin fee / account holder | $30 | $4,863-99.4% | $5,349-99.4% | $7,344-99.6% |