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 | $279,954 | $99,079+182.6% | $77,999+258.9% | $273,961+2.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.53% | 217.93%-210.4pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $10,334 | $3,308+212.4% | $2,470+318.4% | $4,869+112.3% |
| Participant deferral / active EE | $13,654 | $4,306+217.1% | $3,497+290.5% | $5,287+158.3% |
| Admin fee / account holder | $13 | $8,954-99.9% | $5,480-99.8% | $10,132-99.9% |