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 | $653,175 | $197,591+230.6% | $177,821+267.3% | $158,922+311.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.19% | 58.76%-37.6pp | 48.32%-27.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $17,618 | $6,697+163.1% | $5,918+197.7% | $4,761+270.0% |
| Participant deferral / active EE | $15,135 | $8,405+80.1% | $7,714+96.2% | $5,982+153.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |