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 | $306,750 | $105,998+189.4% | $92,233+232.6% | $147,584+107.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.69% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $8,331 | $4,333+92.3% | $3,679+126.4% | $4,876+70.8% |
| Participant deferral / active EE | $13,037 | $4,478+191.2% | $3,897+234.6% | $5,439+139.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |