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 | $499,452 | $80,717+518.8% | $154,803+222.6% | $84,808+488.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.62% | 37.96%-20.3pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $30,404 | $2,761+1001.1% | $4,305+606.2% | $2,631+1055.6% |
| Participant deferral / active EE | $16,884 | $3,303+411.1% | $5,540+204.7% | $4,212+300.9% |
| Admin fee / account holder | $129 | $6,746-98.1% | $14,329-99.1% | $7,344-98.2% |