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 | $493,861 | $183,963+168.5% | $162,163+204.5% | $152,861+223.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.51% | 150.76%-118.3pp | 115.59%-83.1pp | 345.32%-312.8pp |
| Employer contribution / active EE | $6,300 | $6,371-1.1% | $5,614+12.2% | $4,762+32.3% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $268 | $13,121-98.0% | $10,843-97.5% | $11,596-97.7% |