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 | $406,283 | $201,272+101.9% | $184,203+120.6% | $145,922+178.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.01% | 29.00%-11.0pp | 28.81%-10.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $23,425 | $7,022+233.6% | $6,427+264.5% | $4,660+402.7% |
| Participant deferral / active EE | $18,200 | $9,806+85.6% | $9,131+99.3% | $6,688+172.1% |
| Admin fee / account holder | $12 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |