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 | $416,978 | $114,047+265.6% | $96,139+333.7% | $167,490+149.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.86% | 189.88%-174.0pp | 191.94%-176.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $8,800 | $3,427+156.8% | $2,797+214.7% | $4,837+81.9% |
| Participant deferral / active EE | $3,371 | $5,194-35.1% | $4,349-22.5% | $6,341-46.8% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |