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 | $344,381 | $228,332+50.8% | $185,823+85.3% | $158,922+116.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 30.09% | 40.80%-10.7pp | 35.95%-5.9pp | 302.83%-272.7pp |
| Employer contribution / active EE | $37,500 | $4,967+655.0% | $4,087+817.4% | $4,761+687.6% |
| Participant deferral / active EE | $22,750 | $6,415+254.7% | $5,632+303.9% | $5,982+280.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |