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 | $435,720 | $137,414+217.1% | $189,513+129.9% | $85,850+407.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.63% | 38.14%-23.5pp | 555.15%-540.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $12,572 | $4,344+189.4% | $6,162+104.0% | $2,565+390.1% |
| Participant deferral / active EE | $16,612 | $6,260+165.4% | $8,221+102.1% | $3,952+320.4% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |