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 | $399,882 | $103,376+286.8% | $87,100+359.1% | $152,861+161.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.91% | 28.10%-13.2pp | 28.19%-13.3pp | 345.32%-330.4pp |
| Employer contribution / active EE | $10,093 | $3,220+213.4% | $2,521+300.3% | $4,762+111.9% |
| Participant deferral / active EE | $13,386 | $4,778+180.2% | $4,049+230.6% | $5,850+128.8% |
| Admin fee / account holder | $216 | $12,205-98.2% | $7,497-97.1% | $11,596-98.1% |