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 | $445,335 | $106,515+318.1% | $96,683+360.6% | $139,434+219.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.53% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $24,988 | $4,103+509.0% | $3,737+568.7% | $4,751+426.0% |
| Participant deferral / active EE | $17,151 | $5,454+214.5% | $4,878+251.6% | $6,710+155.6% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |