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 | $930,246 | $210,648+341.6% | $177,989+422.6% | $145,922+537.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.53% | 385.86%-376.3pp | 294.48%-285.0pp | 561.29%-551.8pp |
| Employer contribution / active EE | $12,859 | $4,565+181.7% | $3,949+225.7% | $4,660+176.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $40 | $12,013-99.7% | $10,363-99.6% | $13,397-99.7% |