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 | $643,402 | $106,515+504.0% | $96,683+565.5% | $139,434+361.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.89% | 38.43%-23.5pp | 35.69%-20.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $32,562 | $4,103+693.7% | $3,737+771.4% | $4,751+585.4% |
| Participant deferral / active EE | $23,937 | $5,454+338.9% | $4,878+390.7% | $6,710+256.7% |
| Admin fee / account holder | $100 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |