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 | $749,383 | $148,534+404.5% | $135,903+451.4% | $139,434+437.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.27% | 79.19%-46.9pp | 68.23%-36.0pp | 372.94%-340.7pp |
| Employer contribution / active EE | $15,628 | $5,243+198.1% | $4,856+221.8% | $4,751+229.0% |
| Participant deferral / active EE | $14,125 | $8,100+74.4% | $7,758+82.1% | $6,710+110.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |