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 | $413,963 | $140,940+193.7% | $112,229+268.9% | $139,434+196.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.54% | 32.71%-15.2pp | 30.20%-12.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $35,517 | $4,283+729.2% | $3,430+935.4% | $4,751+647.6% |
| Participant deferral / active EE | $27,500 | $5,874+368.2% | $4,798+473.2% | $6,710+309.8% |
| Admin fee / account holder | $101 | $9,954-99.0% | $7,748-98.7% | $11,403-99.1% |