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 | $590,255 | $105,998+456.9% | $92,233+540.0% | $147,584+299.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.71% | 50.05%-36.3pp | 176.28%-162.6pp | 578.55%-564.8pp |
| Employer contribution / active EE | $31,317 | $4,333+622.8% | $3,679+751.2% | $4,876+542.2% |
| Participant deferral / active EE | $2,958 | $4,478-33.9% | $3,897-24.1% | $5,439-45.6% |
| Admin fee / account holder | $61 | $6,332-99.0% | $5,194-98.8% | $10,885-99.4% |