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 | $652,271 | $109,904+493.5% | $97,167+571.3% | $145,959+346.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.20% | 243.43%-228.2pp | 75.27%-60.1pp | 561.95%-546.7pp |
| Employer contribution / active EE | $14,095 | $3,084+357.0% | $2,729+416.5% | $4,661+202.4% |
| Participant deferral / active EE | $13,025 | $4,676+178.6% | $4,264+205.5% | $6,689+94.7% |
| Admin fee / account holder | $45 | $6,216-99.3% | $5,650-99.2% | $13,398-99.7% |