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 | $932,203 | $198,466+369.7% | $170,442+446.9% | $147,584+531.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.05% | 257.29%-242.2pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $13,307 | $6,184+115.2% | $5,433+144.9% | $4,876+172.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $110 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |