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 | $850,271 | $183,963+362.2% | $162,163+424.3% | $152,861+456.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.67% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $23,915 | $6,371+275.4% | $5,614+326.0% | $4,762+402.2% |
| Participant deferral / active EE | $15,716 | $8,034+95.6% | $7,298+115.3% | $5,850+168.6% |
| Admin fee / account holder | $63 | $13,121-99.5% | $10,843-99.4% | $11,596-99.5% |