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 | $411,206 | $209,411+96.4% | $178,490+130.4% | $158,922+158.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 40.88% | 188.75%-147.9pp | 151.07%-110.2pp | 302.83%-261.9pp |
| Employer contribution / active EE | $8,773 | $5,706+53.7% | $5,011+75.1% | $4,761+84.3% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $45 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |