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 | $825,131 | $102,966+701.4% | $90,281+814.0% | $152,861+439.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.29% | 95.16%-66.9pp | 78.10%-49.8pp | 345.32%-317.0pp |
| Employer contribution / active EE | $20,643 | $3,139+557.7% | $2,854+623.2% | $4,762+333.5% |
| Participant deferral / active EE | $14,667 | $4,281+242.6% | $3,885+277.5% | $5,850+150.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |