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 | $376,784 | $108,642+246.8% | $74,701+404.4% | $152,861+146.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 15.36% | 114.06%-98.7pp | 752.92%-737.6pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,211 | $1,503-19.4% | $1,084+11.8% | $4,762-74.6% |
| Participant deferral / active EE | $636 | $2,712-76.6% | $1,964-67.6% | $5,850-89.1% |
| Admin fee / account holder | $108 | $4,902-97.8% | $3,333-96.8% | $11,596-99.1% |