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 | $656,654 | $201,272+226.3% | $184,203+256.5% | $145,922+350.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.95% | 29.00%-9.1pp | 28.81%-8.9pp | 561.29%-541.3pp |
| Employer contribution / active EE | $9,090 | $7,022+29.5% | $6,427+41.4% | $4,660+95.1% |
| Participant deferral / active EE | $15,918 | $9,806+62.3% | $9,131+74.3% | $6,688+138.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |