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 | $652,129 | $175,202+272.2% | $149,673+335.7% | $139,434+367.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.39% | 166.71%-145.3pp | 134.42%-113.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $9,672 | $5,474+76.7% | $4,818+100.8% | $4,751+103.6% |
| Participant deferral / active EE | $11,480 | $6,519+76.1% | $5,680+102.1% | $6,710+71.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |