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 | $538,520 | $106,515+405.6% | $96,683+457.0% | $139,434+286.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.23% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $15,372 | $4,103+274.7% | $3,737+311.4% | $4,751+223.6% |
| Participant deferral / active EE | $20,250 | $5,454+271.3% | $4,878+315.1% | $6,710+201.8% |
| Admin fee / account holder | $40 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |