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 | $654,792 | $152,587+329.1% | $125,175+423.1% | $152,861+328.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.73% | 54.84%-41.1pp | 43.79%-30.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $20,998 | $4,946+324.5% | $3,865+443.2% | $4,762+340.9% |
| Participant deferral / active EE | $15,916 | $5,868+171.2% | $4,937+222.4% | $5,850+172.1% |
| Admin fee / account holder | $17 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |