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 | $815,129 | $155,788+423.2% | $124,672+553.8% | $167,490+386.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.37% | 17.97%-2.6pp | 5142.93%-5127.6pp | 478.56%-463.2pp |
| Employer contribution / active EE | $9,724 | $4,163+133.6% | $3,324+192.6% | $4,837+101.0% |
| Participant deferral / active EE | $18,783 | $5,673+231.1% | $4,614+307.0% | $6,341+196.2% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |