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 | $290,822 | $142,405+104.2% | $115,157+152.5% | $152,861+90.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 92.11% | 41.48%+50.6pp | 35.60%+56.5pp | 345.32%-253.2pp |
| Employer contribution / active EE | $8,038 | $4,010+100.4% | $3,179+152.9% | $4,762+68.8% |
| Participant deferral / active EE | $12,500 | $5,164+142.1% | $4,168+199.9% | $5,850+113.7% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |