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 | $580,773 | $157,256+269.3% | $141,162+311.4% | $152,861+279.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.69% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $14,574 | $5,261+177.0% | $4,735+207.8% | $4,762+206.0% |
| Participant deferral / active EE | $10,238 | $7,109+44.0% | $6,709+52.6% | $5,850+75.0% |
| Admin fee / account holder | $50 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |