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 | $264,210 | $96,484+173.8% | $75,886+248.2% | $152,861+72.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.38% | 33.98%-10.6pp | 30.76%-7.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,460 | $3,309-25.7% | $2,500-1.6% | $4,762-48.3% |
| Participant deferral / active EE | $13,490 | $4,553+196.3% | $3,603+274.4% | $5,850+130.6% |
| Admin fee / account holder | $20 | $8,078-99.8% | $5,418-99.6% | $11,596-99.8% |