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 | $312,064 | $110,502+182.4% | $80,716+286.6% | $167,490+86.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 26.91% | 120.54%-93.6pp | 87.28%-60.4pp | 478.56%-451.6pp |
| Employer contribution / active EE | $3,760 | $1,543+143.8% | $1,160+224.2% | $4,837-22.3% |
| Participant deferral / active EE | $2,000 | $2,871-30.3% | $2,146-6.8% | $6,341-68.5% |
| Admin fee / account holder | $182 | $4,545-96.0% | $3,380-94.6% | $12,309-98.5% |