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 | $610,618 | $175,202+248.5% | $149,673+308.0% | $139,434+337.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.77% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $11,663 | $5,474+113.0% | $4,818+142.1% | $4,751+145.5% |
| Participant deferral / active EE | $6,373 | $6,519-2.2% | $5,680+12.2% | $6,710-5.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |