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 | $606,256 | $91,190+564.8% | $178,490+239.7% | $79,858+659.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.29% | 24.19%-3.9pp | 151.07%-130.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $30,020 | $3,256+822.1% | $5,011+499.1% | $2,471+1115.0% |
| Participant deferral / active EE | $15,147 | $3,236+368.1% | $5,202+191.2% | $3,740+305.0% |
| Admin fee / account holder | $1 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |