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 | $760,466 | $133,922+467.8% | $116,228+554.3% | $142,382+434.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.02% | 147.76%-130.7pp | 90.06%-73.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $8,212 | $3,446+138.3% | $2,994+174.2% | $4,299+91.0% |
| Participant deferral / active EE | $12,123 | $5,672+113.7% | $4,953+144.7% | $6,507+86.3% |
| Admin fee / account holder | $40 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |