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 | $513,248 | $209,832+144.6% | $189,513+170.8% | $167,490+206.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 748.27%-732.1pp | 555.15%-538.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $18,899 | $6,914+173.3% | $6,162+206.7% | $4,837+290.7% |
| Participant deferral / active EE | $16,748 | $8,935+87.4% | $8,221+103.7% | $6,341+164.1% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |