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 | $998,566 | $148,534+572.3% | $135,903+634.8% | $139,434+616.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.48% | 79.19%-53.7pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $3,198 | $5,243-39.0% | $4,856-34.1% | $4,751-32.7% |
| Participant deferral / active EE | $16,040 | $8,100+98.0% | $7,758+106.8% | $6,710+139.0% |
| Admin fee / account holder | $68 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |