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 | $633,568 | $152,460+315.6% | $118,746+433.6% | $147,584+329.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 17.86% | 17.41%+0.4pp | 24.54%-6.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $9,723 | $5,046+92.7% | $4,193+131.9% | $4,876+99.4% |
| Participant deferral / active EE | $11,639 | $6,212+87.4% | $5,332+118.3% | $5,439+114.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |