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 | $306,717 | $107,015+186.6% | $73,545+317.0% | $147,584+107.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 255.79% | 38.25%+217.5pp | -15.16%+271.0pp | 578.55%-322.8pp |
| Employer contribution / active EE | $1,724 | $1,760-2.0% | $1,219+41.5% | $4,876-64.6% |
| Participant deferral / active EE | $2,155 | $2,462-12.4% | $1,806+19.3% | $5,439-60.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |