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 | $995,615 | $175,202+468.3% | $149,673+565.2% | $139,434+614.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 58.74% | 166.71%-108.0pp | 134.42%-75.7pp | 372.94%-314.2pp |
| Employer contribution / active EE | $19,037 | $5,474+247.8% | $4,818+295.1% | $4,751+300.7% |
| Participant deferral / active EE | $19,168 | $6,519+194.0% | $5,680+237.5% | $6,710+185.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |