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 | $499,380 | $148,534+236.2% | $135,903+267.5% | $139,434+258.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.37% | 79.19%-47.8pp | 68.23%-36.9pp | 372.94%-341.6pp |
| Employer contribution / active EE | $14,728 | $5,243+180.9% | $4,856+203.3% | $4,751+210.0% |
| Participant deferral / active EE | $17,381 | $8,100+114.6% | $7,758+124.0% | $6,710+159.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |