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 | $322,626 | $106,515+202.9% | $96,683+233.7% | $139,434+131.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.43% | 38.43%-16.0pp | 35.69%-13.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $9,440 | $4,103+130.1% | $3,737+152.6% | $4,751+98.7% |
| Participant deferral / active EE | $15,000 | $5,454+175.0% | $4,878+207.5% | $6,710+123.5% |
| Admin fee / account holder | $30 | $7,877-99.6% | $6,730-99.6% | $11,403-99.7% |