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 | $545,012 | $165,912+228.5% | $122,332+345.5% | $147,584+269.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.31% | 34.55%-23.2pp | 30.27%-19.0pp | 578.55%-567.2pp |
| Employer contribution / active EE | $16,000 | $5,754+178.1% | $4,050+295.0% | $4,876+228.1% |
| Participant deferral / active EE | $16,000 | $4,005+299.5% | $3,287+386.8% | $5,439+194.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |