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 | $1,347,259 | $155,788+764.8% | $124,672+980.6% | $167,490+704.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 57.75% | 17.97%+39.8pp | 5142.93%-5085.2pp | 478.56%-420.8pp |
| Employer contribution / active EE | $2,333 | $4,163-44.0% | $3,324-29.8% | $4,837-51.8% |
| Participant deferral / active EE | $17,333 | $5,673+205.5% | $4,614+275.6% | $6,341+173.3% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |