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 | $333,811 | $155,788+114.3% | $124,672+167.8% | $167,490+99.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 21.47% | 17.97%+3.5pp | 5142.93%-5121.5pp | 478.56%-457.1pp |
| Employer contribution / active EE | $12,197 | $4,163+193.0% | $3,324+267.0% | $4,837+152.1% |
| Participant deferral / active EE | $13,383 | $5,673+135.9% | $4,614+190.0% | $6,341+111.1% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |