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 | $269,798 | $70,756+281.3% | $65,493+311.9% | $142,382+89.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.10% | 1754.89%-1737.8pp | 982.45%-965.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $15,959 | $2,881+454.0% | $2,574+519.9% | $4,299+271.2% |
| Participant deferral / active EE | $20,478 | $4,637+341.6% | $3,961+417.0% | $6,507+214.7% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |