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 | $461,386 | $183,963+150.8% | $162,163+184.5% | $152,861+201.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.86% | 150.76%-127.9pp | 115.59%-92.7pp | 345.32%-322.5pp |
| Employer contribution / active EE | $19,557 | $6,371+207.0% | $5,614+248.4% | $4,762+310.7% |
| Participant deferral / active EE | $11,000 | $8,034+36.9% | $7,298+50.7% | $5,850+88.0% |
| Admin fee / account holder | $21 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |