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 | $588,888 | $209,411+181.2% | $178,490+229.9% | $158,922+270.6% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 29.59% | 188.75%-159.2pp | 151.07%-121.5pp | 302.83%-273.2pp |
| Employer contribution / active EE | $49,489 | $5,706+767.3% | $5,011+887.7% | $4,761+939.4% |
| Participant deferral / active EE | $15,693 | $5,954+163.6% | $5,202+201.7% | $5,982+162.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |