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 | $652,271 | $109,982+493.1% | $97,226+570.9% | $145,922+347.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.20% | 242.90%-227.7pp | 75.13%-59.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $14,095 | $3,084+357.1% | $2,729+416.5% | $4,660+202.5% |
| Participant deferral / active EE | $13,025 | $4,676+178.6% | $4,264+205.5% | $6,688+94.8% |
| Admin fee / account holder | $45 | $6,221-99.3% | $5,654-99.2% | $13,397-99.7% |