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 | $589,186 | $180,449+226.5% | $154,107+282.3% | $135,375+335.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 20.50% | 888.09%-867.6pp | 735.12%-714.6pp | 519.73%-499.2pp |
| Employer contribution / active EE | $21,828 | $6,035+261.7% | $5,298+312.0% | $4,779+356.8% |
| Participant deferral / active EE | $13,500 | $5,806+132.5% | $5,081+165.7% | $5,609+140.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |