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 | $553,773 | $159,901+246.3% | $146,958+276.8% | $145,922+279.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $25,846 | $5,286+388.9% | $4,933+423.9% | $4,660+454.7% |
| Participant deferral / active EE | $9,730 | $8,428+15.4% | $8,070+20.6% | $6,688+45.5% |
| Admin fee / account holder | $296 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |