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 | $867,663 | $150,440+476.7% | $136,294+536.6% | $147,584+487.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.02% | 1049.08%-1023.1pp | 5155.94%-5129.9pp | 578.55%-552.5pp |
| Employer contribution / active EE | $39,564 | $5,256+652.7% | $4,695+742.6% | $4,876+711.4% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $138 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |