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 | $540,028 | $180,449+199.3% | $154,107+250.4% | $135,375+298.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.95% | 888.09%-887.1pp | 735.12%-734.2pp | 519.73%-518.8pp |
| Employer contribution / active EE | $17,638 | $6,035+192.3% | $5,298+232.9% | $4,779+269.1% |
| Participant deferral / active EE | $11,186 | $5,806+92.7% | $5,081+120.2% | $5,609+99.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |