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 | $886,114 | $124,185+613.5% | $108,410+717.4% | $167,490+429.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.52% | 1379.64%-1366.1pp | 905.27%-891.8pp | 478.56%-465.0pp |
| Employer contribution / active EE | $30,446 | $4,187+627.2% | $3,558+755.6% | $4,837+529.4% |
| Participant deferral / active EE | $23,833 | $6,908+245.0% | $6,563+263.2% | $6,341+275.8% |
| Admin fee / account holder | $33 | $9,455-99.6% | $7,295-99.5% | $12,309-99.7% |