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 | $376,189 | $209,411+79.6% | $178,490+110.8% | $158,922+136.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.13% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $14,570 | $5,706+155.3% | $5,011+190.8% | $4,761+206.0% |
| Participant deferral / active EE | $8,719 | $5,954+46.4% | $5,202+67.6% | $5,982+45.7% |
| Admin fee / account holder | $177 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |