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 | $673,725 | $98,750+582.3% | $149,696+350.1% | $79,858+743.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.59% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $20,627 | $3,216+541.3% | $4,644+344.1% | $2,471+734.8% |
| Participant deferral / active EE | $11,620 | $5,680+104.6% | $6,842+69.8% | $3,740+210.7% |
| Admin fee / account holder | $243 | $6,053-96.0% | $9,309-97.4% | $5,306-95.4% |