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 | $953,456 | $157,256+506.3% | $141,162+575.4% | $152,861+523.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 38.60% | 64.32%-25.7pp | 71.39%-32.8pp | 345.32%-306.7pp |
| Employer contribution / active EE | $24,853 | $5,261+372.4% | $4,735+424.9% | $4,762+421.9% |
| Participant deferral / active EE | $8,815 | $7,109+24.0% | $6,709+31.4% | $5,850+50.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |