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 | $555,475 | $148,534+274.0% | $135,903+308.7% | $139,434+298.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.53% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $23,629 | $5,243+350.7% | $4,856+386.6% | $4,751+397.4% |
| Participant deferral / active EE | $16,151 | $8,100+99.4% | $7,758+108.2% | $6,710+140.7% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |