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 | $829,236 | $154,117+438.1% | $129,995+537.9% | $139,434+494.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 28.86% | 32.48%-3.6pp | -137.18%+166.0pp | 372.94%-344.1pp |
| Employer contribution / active EE | $33,000 | $5,289+523.9% | $4,320+664.0% | $4,751+594.6% |
| Participant deferral / active EE | $21,500 | $6,710+220.4% | $5,820+269.4% | $6,710+220.4% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |