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 | $392,400 | $107,334+265.6% | $92,893+322.4% | $152,861+156.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.01% | 145.58%-122.6pp | 109.41%-86.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $11,816 | $4,221+179.9% | $3,653+223.5% | $4,762+148.1% |
| Participant deferral / active EE | $5,874 | $4,845+21.3% | $4,236+38.7% | $5,850+0.4% |
| Admin fee / account holder | $50 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |