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 | $670,819 | $111,814+499.9% | $103,374+548.9% | $145,959+359.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.47% | 24.77%-11.3pp | 24.89%-11.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $10,504 | $4,214+149.3% | $3,869+171.5% | $4,661+125.4% |
| Participant deferral / active EE | $13,835 | $5,618+146.2% | $5,058+173.5% | $6,689+106.8% |
| Admin fee / account holder | $13 | $9,754-99.9% | $8,394-99.8% | $13,398-99.9% |