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 | $470,454 | $140,588+234.6% | $123,104+282.2% | $125,391+275.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 206.35% | 16.80%+189.6pp | 13.22%+193.1pp | 282.22%-75.9pp |
| Employer contribution / active EE | $23,899 | $6,041+295.6% | $5,151+363.9% | $4,866+391.1% |
| Participant deferral / active EE | $47,000 | $6,980+573.3% | $6,230+654.5% | $5,352+778.3% |
| Admin fee / account holder | $129 | $11,198-98.9% | $9,015-98.6% | $9,540-98.7% |