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 | $485,127 | $183,963+163.7% | $162,163+199.2% | $152,861+217.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.16% | 150.76%-133.6pp | 115.59%-98.4pp | 345.32%-328.2pp |
| Employer contribution / active EE | $7,125 | $6,371+11.8% | $5,614+26.9% | $4,762+49.6% |
| Participant deferral / active EE | $13,850 | $8,034+72.4% | $7,298+89.8% | $5,850+136.7% |
| Admin fee / account holder | $94 | $13,121-99.3% | $10,843-99.1% | $11,596-99.2% |