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 | $446,766 | $104,907+325.9% | $84,611+428.0% | $152,861+192.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.27% | 373.79%-348.5pp | 258.74%-233.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,300 | $3,302-60.6% | $2,652-51.0% | $4,762-72.7% |
| Participant deferral / active EE | $6,344 | $4,688+35.3% | $3,899+62.7% | $5,850+8.4% |
| Admin fee / account holder | $88 | $6,241-98.6% | $4,912-98.2% | $11,596-99.2% |