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 | $800,560 | $197,591+305.2% | $177,821+350.2% | $158,922+403.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.52% | 58.76%-43.2pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $37,955 | $6,697+466.7% | $5,918+541.3% | $4,761+697.2% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $10 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |