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 | $529,092 | $135,635+290.1% | $110,238+380.0% | $135,375+290.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.21% | 513.19%-512.0pp | 314.74%-313.5pp | 519.73%-518.5pp |
| Employer contribution / active EE | $8,955 | $4,906+82.5% | $3,826+134.0% | $4,779+87.4% |
| Participant deferral / active EE | $21,500 | $5,506+290.4% | $4,672+360.2% | $5,609+283.3% |
| Admin fee / account holder | $128 | $11,457-98.9% | $8,547-98.5% | $10,827-98.8% |