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 | $532,703 | $74,888+611.3% | $71,209+648.1% | $142,382+274.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.06% | 345.14%-325.1pp | 282.51%-262.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $96,500 | $2,854+3280.8% | $2,721+3446.6% | $4,299+2144.7% |
| Participant deferral / active EE | $6,625 | $4,454+48.7% | $4,175+58.7% | $6,507+1.8% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |