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 | $860,896 | $159,901+438.4% | $146,958+485.8% | $145,922+490.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.49% | 98.13%-83.6pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $8,124 | $5,286+53.7% | $4,933+64.7% | $4,660+74.4% |
| Participant deferral / active EE | $8,904 | $8,428+5.6% | $8,070+10.3% | $6,688+33.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |