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 | $587,084 | $202,318+190.2% | $172,739+239.9% | $152,861+284.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.67% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.6pp |
| Employer contribution / active EE | $30,315 | $5,856+417.7% | $5,143+489.5% | $4,762+536.6% |
| Participant deferral / active EE | $18,291 | $5,948+207.5% | $5,198+251.9% | $5,850+212.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |