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 | $259,522 | $85,202+204.6% | $172,739+50.2% | $72,985+255.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.50% | 27.32%-10.8pp | 802.84%-786.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $7,553 | $3,324+127.2% | $5,143+46.9% | $2,440+209.6% |
| Participant deferral / active EE | $6,872 | $3,260+110.8% | $5,198+32.2% | $3,607+90.5% |
| Admin fee / account holder | $6 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |