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 | $993,500 | $118,450+738.8% | $98,439+909.3% | $139,434+612.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 25.53% | 18.94%+6.6pp | 21.16%+4.4pp | 372.94%-347.4pp |
| Employer contribution / active EE | $22,320 | $3,609+518.4% | $3,048+632.3% | $4,751+369.8% |
| Participant deferral / active EE | $20,000 | $5,392+270.9% | $4,738+322.1% | $6,710+198.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |