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 | $445,270 | $226,064+97.0% | $182,532+143.9% | $152,861+191.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.95% | 192.51%-172.6pp | 148.54%-128.6pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,834 | $4,978-63.2% | $4,076-55.0% | $4,762-61.5% |
| Participant deferral / active EE | $13,125 | $6,368+106.1% | $5,524+137.6% | $5,850+124.4% |
| Admin fee / account holder | $43 | $10,703-99.6% | $8,592-99.5% | $11,596-99.6% |