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 | $279,022 | $77,314+260.9% | $177,989+56.8% | $80,856+245.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.22% | 18.09%-2.9pp | 294.48%-279.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $13,047 | $2,292+469.2% | $3,949+230.4% | $2,755+373.6% |
| Participant deferral / active EE | $12,390 | $4,411+180.9% | $6,276+97.4% | $4,296+188.4% |
| Admin fee / account holder | $0 | $7,191-100.0% | $10,363-100.0% | $6,918-100.0% |