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 | $529,513 | $110,257+380.3% | $96,544+448.5% | $139,434+279.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.17% | 26.32%-12.1pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $37,200 | $3,620+927.7% | $2,965+1154.7% | $4,751+683.0% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $20 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |