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 | $798,319 | $169,032+372.3% | $129,207+517.9% | $145,922+447.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.21% | 14330.11%-14303.9pp | 9417.33%-9391.1pp | 561.29%-535.1pp |
| Employer contribution / active EE | $26,471 | $5,537+378.1% | $4,153+537.4% | $4,660+468.1% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,168+265.9% | $6,688+128.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |