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 | $355,036 | $101,069+251.3% | $81,478+335.7% | $147,584+140.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.94% | 32.40%-12.5pp | 38.78%-18.8pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,501 | $3,205-53.2% | $2,568-41.6% | $4,876-69.2% |
| Participant deferral / active EE | $18,000 | $4,242+324.3% | $3,537+409.0% | $5,439+231.0% |
| Admin fee / account holder | $30 | $5,812-99.5% | $4,561-99.4% | $10,885-99.7% |