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 | $625,554 | $95,971+551.8% | $74,550+739.1% | $135,375+362.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 15.27% | 56.96%-41.7pp | 32.53%-17.3pp | 519.73%-504.5pp |
| Employer contribution / active EE | $17,739 | $2,716+553.1% | $1,961+804.6% | $4,779+271.2% |
| Participant deferral / active EE | $12,250 | $3,843+218.7% | $3,108+294.1% | $5,609+118.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |