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 | $379,121 | $73,933+412.8% | $96,683+292.1% | $75,163+404.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.74% | 26.70%-6.0pp | 35.69%-15.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $11,543 | $2,928+294.3% | $3,737+208.9% | $2,670+332.4% |
| Participant deferral / active EE | $13,801 | $3,659+277.2% | $4,878+182.9% | $4,125+234.6% |
| Admin fee / account holder | $26 | $5,216-99.5% | $6,730-99.6% | $5,651-99.5% |