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 | $823,491 | $183,592+348.5% | $155,567+429.3% | $145,959+464.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $39,939 | $5,315+651.5% | $4,674+754.5% | $4,661+756.9% |
| Participant deferral / active EE | $23,056 | $6,464+256.7% | $5,628+309.7% | $6,689+244.7% |
| Admin fee / account holder | $21 | $19,318-99.9% | $15,916-99.9% | $13,398-99.8% |