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 | $332,958 | $104,907+217.4% | $84,611+293.5% | $152,861+117.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.75% | 373.79%-355.0pp | 258.74%-240.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $22,871 | $3,302+592.7% | $2,652+762.4% | $4,762+380.3% |
| Participant deferral / active EE | $15,493 | $4,688+230.5% | $3,899+297.4% | $5,850+164.8% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |