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 | $284,639 | $162,781+74.9% | $133,956+112.5% | $158,922+79.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.40% | 41.94%-28.5pp | 45.09%-31.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $8,096 | $4,975+62.7% | $3,919+106.6% | $4,761+70.0% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $185 | $11,736-98.4% | $8,927-97.9% | $11,246-98.4% |