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 | $542,658 | $159,602+240.0% | $150,045+261.7% | $142,382+281.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.65% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $25,279 | $4,961+409.6% | $4,693+438.6% | $4,299+488.0% |
| Participant deferral / active EE | $22,128 | $8,310+166.3% | $7,997+176.7% | $6,507+240.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |