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 | $392,420 | $197,591+98.6% | $177,821+120.7% | $158,922+146.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.97% | 58.76%-39.8pp | 48.32%-29.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $21,543 | $6,697+221.7% | $5,918+264.0% | $4,761+352.5% |
| Participant deferral / active EE | $11,000 | $8,405+30.9% | $7,714+42.6% | $5,982+83.9% |
| Admin fee / account holder | $100 | $15,399-99.4% | $12,427-99.2% | $11,246-99.1% |