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 | $569,542 | $190,805+198.5% | $159,960+256.1% | $134,475+323.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 144.99% | 552.23%-407.2pp | 408.60%-263.6pp | 417.96%-273.0pp |
| Employer contribution / active EE | $12,757 | $4,995+155.4% | $4,226+201.9% | $4,740+169.2% |
| Participant deferral / active EE | $6,750 | $6,923-2.5% | $6,182+9.2% | $6,400+5.5% |
| Admin fee / account holder | $119 | $10,471-98.9% | $8,698-98.6% | $11,426-99.0% |