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 | $294,926 | $99,652+196.0% | $78,778+274.4% | $147,584+99.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.03% | 47.28%-26.3pp | 35.62%-14.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $14,500 | $2,796+418.7% | $1,986+630.2% | $4,876+197.4% |
| Participant deferral / active EE | $24,000 | $3,664+555.1% | $2,958+711.3% | $5,439+341.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |