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 | $273,328 | $99,020+176.0% | $86,590+215.7% | $147,584+85.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 64.74% | 1312.34%-1247.6pp | 964.84%-900.1pp | 578.55%-513.8pp |
| Employer contribution / active EE | $5,122 | $3,132+63.5% | $2,839+80.4% | $4,876+5.0% |
| Participant deferral / active EE | $1,275 | $3,972-67.9% | $3,609-64.7% | $5,439-76.6% |
| Admin fee / account holder | $20 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |