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 | $348,942 | $210,648+65.7% | $177,989+96.0% | $145,922+139.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.45% | 385.86%-375.4pp | 294.48%-284.0pp | 561.29%-550.8pp |
| Employer contribution / active EE | $10,050 | $4,565+120.2% | $3,949+154.5% | $4,660+115.7% |
| Participant deferral / active EE | $26,750 | $6,958+284.5% | $6,276+326.2% | $6,688+300.0% |
| Admin fee / account holder | $15 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |