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 | $342,138 | $110,257+210.3% | $96,544+254.4% | $139,434+145.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.13% | 26.32%-7.2pp | 25.84%-6.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $24,835 | $3,620+586.1% | $2,965+737.6% | $4,751+422.8% |
| Participant deferral / active EE | $12,000 | $5,548+116.3% | $4,851+147.4% | $6,710+78.8% |
| Admin fee / account holder | $8 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |