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 | $406,906 | $99,652+308.3% | $78,778+416.5% | $147,584+175.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.99% | 47.28%-30.3pp | 35.62%-18.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,500 | $2,796-46.3% | $1,986-24.5% | $4,876-69.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $123 | $7,155-98.3% | $5,134-97.6% | $10,885-98.9% |