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 | $754,987 | $90,348+735.6% | $75,972+893.8% | $145,922+417.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.44% | 620.88%-610.4pp | 359.55%-349.1pp | 561.29%-550.8pp |
| Employer contribution / active EE | $13,629 | $3,311+311.6% | $2,685+407.6% | $4,660+192.5% |
| Participant deferral / active EE | $8,225 | $5,162+59.3% | $4,255+93.3% | $6,688+23.0% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |