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 | $427,040 | $74,888+470.2% | $71,209+499.7% | $142,382+199.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.03% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $26,386 | $2,854+824.4% | $2,721+869.7% | $4,299+513.7% |
| Participant deferral / active EE | $29,125 | $4,454+553.8% | $4,175+597.6% | $6,507+347.6% |
| Admin fee / account holder | $74 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |