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 | $412,111 | $226,064+82.3% | $182,532+125.8% | $152,861+169.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.79% | 192.51%-167.7pp | 148.54%-123.7pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,399 | $4,978-31.7% | $4,076-16.6% | $4,762-28.6% |
| Participant deferral / active EE | $22,232 | $6,368+249.1% | $5,524+302.4% | $5,850+280.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |