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 | $345,281 | $99,918+245.6% | $81,382+324.3% | $145,922+136.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 34.32%-23.9pp | 24.73%-14.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $7,500 | $2,978+151.9% | $2,463+204.5% | $4,660+61.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $15 | $8,212-99.8% | $5,768-99.7% | $13,397-99.9% |