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 | $357,310 | $96,635+269.8% | $86,612+312.5% | $139,434+156.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.51% | 106.41%-92.9pp | 591.07%-577.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $15,975 | $3,263+389.6% | $3,022+428.5% | $4,751+236.3% |
| Participant deferral / active EE | $18,110 | $4,836+274.5% | $4,438+308.1% | $6,710+169.9% |
| Admin fee / account holder | $53 | $6,408-99.2% | $5,614-99.1% | $11,403-99.5% |