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 | $625,390 | $99,079+531.2% | $77,999+701.8% | $273,961+128.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.86% | 217.93%-210.1pp | 425.96%-418.1pp | 41.45%-33.6pp |
| Employer contribution / active EE | $14,391 | $3,308+335.1% | $2,470+482.6% | $4,869+195.6% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $226 | $8,954-97.5% | $5,480-95.9% | $10,132-97.8% |