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 | $965,062 | $209,411+360.8% | $178,490+440.7% | $158,922+507.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.69% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $13,670 | $5,706+139.6% | $5,011+172.8% | $4,761+187.1% |
| Participant deferral / active EE | $8,000 | $5,954+34.4% | $5,202+53.8% | $5,982+33.7% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |