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 | $271,260 | $115,882+134.1% | $100,516+169.9% | $158,922+70.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.29% | 34.79%-16.5pp | 30.89%-12.6pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,724 | $4,103-33.6% | $3,418-20.3% | $4,761-42.8% |
| Participant deferral / active EE | $13,980 | $6,674+109.5% | $6,270+123.0% | $5,982+133.7% |
| Admin fee / account holder | $16 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |