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 | $552,815 | $99,652+454.7% | $78,778+601.7% | $147,584+274.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.65% | 47.28%-35.6pp | 35.62%-24.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $22,892 | $2,796+718.9% | $1,986+1052.9% | $4,876+369.5% |
| Participant deferral / active EE | $15,404 | $3,664+320.5% | $2,958+420.7% | $5,439+183.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |