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 | $302,689 | $109,327+176.9% | $89,391+238.6% | $158,922+90.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.68% | 345.68%-325.0pp | 245.62%-224.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $25,113 | $3,170+692.3% | $2,586+871.3% | $4,761+427.5% |
| Participant deferral / active EE | $14,400 | $4,598+213.2% | $3,890+270.2% | $5,982+140.7% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |