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 | $319,538 | $104,907+204.6% | $84,611+277.7% | $152,861+109.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.95% | 373.79%-347.8pp | 258.74%-232.8pp | 345.32%-319.4pp |
| Employer contribution / active EE | $8,400 | $3,302+154.4% | $2,652+216.7% | $4,762+76.4% |
| Participant deferral / active EE | $19,000 | $4,688+305.3% | $3,899+387.3% | $5,850+224.8% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |