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 | $358,383 | $96,484+271.4% | $75,886+372.3% | $152,861+134.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.93% | 33.98%-16.1pp | 30.76%-12.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $9,645 | $3,309+191.4% | $2,500+285.7% | $4,762+102.5% |
| Participant deferral / active EE | $5,556 | $4,553+22.0% | $3,603+54.2% | $5,850-5.0% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |