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 | $337,361 | $70,428+379.0% | $96,562+249.4% | $85,850+293.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 36.41% | 18.59%+17.8pp | 37.78%-1.4pp | 318.53%-282.1pp |
| Employer contribution / active EE | $12,625 | $1,413+793.5% | $2,356+435.7% | $2,565+392.2% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8 | $4,997-99.8% | $6,181-99.9% | $6,260-99.9% |