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 | $806,608 | $105,126+667.3% | $94,646+752.2% | $139,434+478.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.25% | 38.03%-23.8pp | 156.71%-142.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $15,806 | $4,106+285.0% | $3,672+330.4% | $4,751+232.7% |
| Participant deferral / active EE | $12,000 | $7,599+57.9% | $7,418+61.8% | $6,710+78.8% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |