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 | $676,868 | $108,642+523.0% | $74,701+806.1% | $152,861+342.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 28.93% | 114.06%-85.1pp | 752.92%-724.0pp | 345.32%-316.4pp |
| Employer contribution / active EE | $19,000 | $1,503+1164.2% | $1,084+1653.4% | $4,762+299.0% |
| Participant deferral / active EE | $19,000 | $2,712+600.5% | $1,964+867.6% | $5,850+224.8% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |