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 | $327,021 | $104,251+213.7% | $91,001+259.4% | $147,584+121.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.84% | 27.06%-9.2pp | 4.60%+13.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $8,826 | $3,116+183.3% | $2,456+259.4% | $4,876+81.0% |
| Participant deferral / active EE | $8,936 | $4,195+113.0% | $3,547+151.9% | $5,439+64.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |