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 | $462,996 | $104,907+341.3% | $84,611+447.2% | $152,861+202.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.75% | 373.79%-359.0pp | 258.74%-244.0pp | 345.32%-330.6pp |
| Employer contribution / active EE | $22,082 | $3,302+568.8% | $2,652+732.6% | $4,762+363.7% |
| Participant deferral / active EE | $12,620 | $4,688+169.2% | $3,899+223.7% | $5,850+115.7% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |