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 | $889,692 | $183,963+383.6% | $162,163+448.6% | $152,861+482.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.34% | 150.76%-122.4pp | 115.59%-87.3pp | 345.32%-317.0pp |
| Employer contribution / active EE | $16,535 | $6,371+159.5% | $5,614+194.5% | $4,762+247.2% |
| Participant deferral / active EE | $10,234 | $8,034+27.4% | $7,298+40.2% | $5,850+74.9% |
| Admin fee / account holder | $7 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |