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 | $784,177 | $95,266+723.1% | $82,389+851.8% | $142,382+450.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.91% | 25.74%-4.8pp | 28.67%-7.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $6,458 | $2,991+115.9% | $2,517+156.6% | $4,299+50.2% |
| Participant deferral / active EE | $15,505 | $4,809+222.4% | $4,155+273.2% | $6,507+138.3% |
| Admin fee / account holder | $56 | $8,563-99.3% | $7,231-99.2% | $12,624-99.6% |