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 | $337,967 | $100,041+237.8% | $149,718+125.7% | $70,131+381.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.52% | 27.43%-5.9pp | 1501.63%-1480.1pp | 73.14%-51.6pp |
| Employer contribution / active EE | $18,958 | $3,662+417.8% | $5,445+248.2% | $2,342+709.3% |
| Participant deferral / active EE | $12,770 | $4,983+156.3% | $6,569+94.4% | $3,332+283.3% |
| Admin fee / account holder | $78 | $8,286-99.1% | $11,283-99.3% | $4,645-98.3% |