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 | $479,726 | $102,966+365.9% | $90,281+431.4% | $152,861+213.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.77% | 95.16%-66.4pp | 78.10%-49.3pp | 345.32%-316.5pp |
| Employer contribution / active EE | $24,467 | $3,139+679.5% | $2,854+757.1% | $4,762+413.8% |
| Participant deferral / active EE | $13,530 | $4,281+216.0% | $3,885+248.2% | $5,850+131.3% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |