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 | $945,639 | $81,625+1058.5% | $58,482+1517.0% | $139,434+578.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.19% | 7404.20%-7388.0pp | 4239.32%-4223.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $22,500 | $1,398+1509.1% | $1,053+2036.2% | $4,751+373.6% |
| Participant deferral / active EE | $26,250 | $2,557+926.7% | $1,924+1264.5% | $6,710+291.2% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |