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 | $659,992 | $209,411+215.2% | $178,490+269.8% | $158,922+315.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.73% | 188.75%-166.0pp | 151.07%-128.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $17,894 | $5,706+213.6% | $5,011+257.1% | $4,761+275.8% |
| Participant deferral / active EE | $8,422 | $5,954+41.5% | $5,202+61.9% | $5,982+40.8% |
| Admin fee / account holder | $45 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |