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 | $621,960 | $148,534+318.7% | $135,903+357.7% | $139,434+346.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.94% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $21,521 | $5,243+310.5% | $4,856+343.2% | $4,751+353.0% |
| Participant deferral / active EE | $15,530 | $8,100+91.7% | $7,758+100.2% | $6,710+131.4% |
| Admin fee / account holder | $105 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |