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 | $722,004 | $175,202+312.1% | $149,673+382.4% | $139,434+417.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 99.41% | 166.71%-67.3pp | 134.42%-35.0pp | 372.94%-273.5pp |
| Employer contribution / active EE | $34,179 | $5,474+524.4% | $4,818+609.4% | $4,751+619.4% |
| Participant deferral / active EE | $21,429 | $6,519+228.7% | $5,680+277.3% | $6,710+219.3% |
| Admin fee / account holder | $238 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |