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 | $250,316 | $84,233+197.2% | $170,442+46.9% | $70,131+256.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.21% | 23.06%-3.8pp | 205.93%-186.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $13,733 | $3,387+305.5% | $5,433+152.8% | $2,342+486.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $260 | $5,698-95.4% | $13,880-98.1% | $4,645-94.4% |