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 | $308,476 | $165,984+85.8% | $164,813+87.2% | $145,922+111.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.52% | 100.03%-80.5pp | 69.93%-50.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $18,952 | $5,273+259.4% | $4,341+336.6% | $4,660+306.7% |
| Participant deferral / active EE | $18,272 | $6,959+162.6% | $6,031+202.9% | $6,688+173.2% |
| Admin fee / account holder | $10 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |