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 | $453,836 | $158,398+186.5% | $126,539+258.7% | $142,382+218.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.11% | 593.76%-582.6pp | 425.95%-414.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $20,000 | $4,650+330.1% | $3,674+444.4% | $4,299+365.2% |
| Participant deferral / active EE | $23,500 | $4,767+393.0% | $4,083+475.6% | $6,507+261.1% |
| Admin fee / account holder | $96 | $6,918-98.6% | $6,065-98.4% | $12,624-99.2% |