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 | $945,025 | $210,648+348.6% | $177,989+430.9% | $145,922+547.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.29% | 385.86%-360.6pp | 294.48%-269.2pp | 561.29%-536.0pp |
| Employer contribution / active EE | $1,444 | $4,565-68.4% | $3,949-63.4% | $4,660-69.0% |
| Participant deferral / active EE | $16,581 | $6,958+138.3% | $6,276+164.2% | $6,688+147.9% |
| Admin fee / account holder | $15 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |