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 | $531,591 | $85,202+523.9% | $172,739+207.7% | $72,985+628.4% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.6%-4.9pp | 69.5%+8.3pp |
| Annual return | 22.03% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $20,933 | $3,324+529.7% | $5,143+307.0% | $2,440+758.0% |
| Participant deferral / active EE | $10,438 | $3,260+220.2% | $5,198+100.8% | $3,607+189.4% |
| Admin fee / account holder | $5 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |