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 | $556,793 | $105,998+425.3% | $92,233+503.7% | $147,584+277.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 108.81% | 50.05%+58.8pp | 176.28%-67.5pp | 578.55%-469.7pp |
| Employer contribution / active EE | $1,900 | $4,333-56.2% | $3,679-48.4% | $4,876-61.0% |
| Participant deferral / active EE | $3,161 | $4,478-29.4% | $3,897-18.9% | $5,439-41.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |