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 | $183,519+348.7% | $155,509+429.5% | $145,922+464.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $39,939 | $5,313+651.8% | $4,672+754.8% | $4,660+757.1% |
| Participant deferral / active EE | $23,056 | $6,462+256.8% | $5,626+309.8% | $6,688+244.8% |
| Admin fee / account holder | $21 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |