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 | $456,605 | $124,425+267.0% | $112,040+307.5% | $137,256+232.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.08% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $6,900 | $3,411+102.3% | $2,954+133.6% | $4,156+66.0% |
| Participant deferral / active EE | $19,500 | $5,718+241.0% | $5,098+282.5% | $6,407+204.4% |
| Admin fee / account holder | $30 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |