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 | $954,376 | $183,963+418.8% | $162,163+488.5% | $152,861+524.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.53% | 150.76%-125.2pp | 115.59%-90.1pp | 345.32%-319.8pp |
| Employer contribution / active EE | $23,838 | $6,371+274.2% | $5,614+324.6% | $4,762+400.6% |
| Participant deferral / active EE | $9,622 | $8,034+19.8% | $7,298+31.8% | $5,850+64.5% |
| Admin fee / account holder | $92 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |