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 | $750,872 | $183,963+308.2% | $162,163+363.0% | $152,861+391.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.39% | 150.76%-129.4pp | 115.59%-94.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $25,149 | $6,371+294.8% | $5,614+348.0% | $4,762+428.1% |
| Participant deferral / active EE | $10,078 | $8,034+25.4% | $7,298+38.1% | $5,850+72.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |