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 | $456,549 | $162,781+180.5% | $133,956+240.8% | $158,922+187.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.38% | 41.94%-18.6pp | 45.09%-21.7pp | 302.83%-279.4pp |
| Employer contribution / active EE | $12,066 | $4,975+142.5% | $3,919+207.9% | $4,761+153.4% |
| Participant deferral / active EE | $16,795 | $5,911+184.1% | $5,048+232.7% | $5,982+180.8% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |