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 | $781,425 | $118,680+558.4% | $98,907+690.1% | $158,922+391.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 25.89% | 372.35%-346.5pp | 196.43%-170.5pp | 302.83%-276.9pp |
| Employer contribution / active EE | $25,616 | $3,333+668.6% | $2,689+852.7% | $4,761+438.0% |
| Participant deferral / active EE | $17,333 | $5,088+240.7% | $4,244+308.4% | $5,982+189.8% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |