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 | $776,105 | $165,984+367.6% | $164,813+370.9% | $145,922+431.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.34% | 100.03%-82.7pp | 69.93%-52.6pp | 561.29%-543.9pp |
| Employer contribution / active EE | $9,933 | $5,273+88.4% | $4,341+128.8% | $4,660+113.2% |
| Participant deferral / active EE | $16,612 | $6,959+138.7% | $6,031+175.4% | $6,688+148.4% |
| Admin fee / account holder | $59 | $16,648-99.6% | $12,690-99.5% | $13,397-99.6% |