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 | $475,810 | $85,022+459.6% | $70,515+574.8% | $139,434+241.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.18% | 30.38%-19.2pp | 32.77%-21.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $9,439 | $3,909+141.5% | $2,973+217.4% | $4,751+98.7% |
| Participant deferral / active EE | $18,128 | $5,890+207.7% | $4,567+296.9% | $6,710+170.1% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |