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 | $630,916 | $115,770+445.0% | $101,248+523.1% | $158,922+297.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.29% | 56.14%-38.8pp | 46.47%-29.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $12,947 | $4,175+210.1% | $3,660+253.8% | $4,761+171.9% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |