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 | $622,620 | $183,963+238.4% | $162,163+283.9% | $152,861+307.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.64% | 150.76%-129.1pp | 115.59%-93.9pp | 345.32%-323.7pp |
| Employer contribution / active EE | $15,964 | $6,371+150.6% | $5,614+184.4% | $4,762+235.2% |
| Participant deferral / active EE | $6,250 | $8,034-22.2% | $7,298-14.4% | $5,850+6.8% |
| Admin fee / account holder | $213 | $13,121-98.4% | $10,843-98.0% | $11,596-98.2% |