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 | $829,518 | $124,185+568.0% | $108,410+665.2% | $167,490+395.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 34.80% | 1379.64%-1344.8pp | 905.27%-870.5pp | 478.56%-443.8pp |
| Employer contribution / active EE | $24,906 | $4,187+494.9% | $3,558+599.9% | $4,837+414.9% |
| Participant deferral / active EE | $6,322 | $6,908-8.5% | $6,563-3.7% | $6,341-0.3% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |