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 | $398,965 | $124,185+221.3% | $108,410+268.0% | $167,490+138.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.27% | 1379.64%-1358.4pp | 905.27%-884.0pp | 478.56%-457.3pp |
| Employer contribution / active EE | $8,954 | $4,187+113.9% | $3,558+151.6% | $4,837+85.1% |
| Participant deferral / active EE | $14,083 | $6,908+103.9% | $6,563+114.6% | $6,341+122.1% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |