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 | $354,428 | $73,515+382.1% | $62,995+462.6% | $147,584+140.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.08% | 175.43%-160.4pp | 87.57%-72.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $5,630 | $3,320+69.5% | $2,759+104.0% | $4,876+15.4% |
| Participant deferral / active EE | $13,500 | $4,185+222.6% | $3,329+305.5% | $5,439+148.2% |
| Admin fee / account holder | $8 | $5,953-99.9% | $3,600-99.8% | $10,885-99.9% |