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 | $435,393 | $105,998+310.8% | $92,233+372.1% | $147,584+195.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.77% | 50.05%-24.3pp | 176.28%-150.5pp | 578.55%-552.8pp |
| Employer contribution / active EE | $15,956 | $4,333+268.3% | $3,679+333.7% | $4,876+227.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $40 | $6,332-99.4% | $5,194-99.2% | $10,885-99.6% |