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 | $127,065+259.3% | $113,168+303.5% | $142,382+220.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.08% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $6,900 | $3,442+100.5% | $2,975+131.9% | $4,299+60.5% |
| Participant deferral / active EE | $19,500 | $5,716+241.1% | $5,107+281.8% | $6,507+199.7% |
| Admin fee / account holder | $30 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |