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 | $493,490 | $69,207+613.1% | $64,056+670.4% | $139,434+253.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.03% | 45.88%-16.9pp | 33.69%-4.7pp | 372.94%-343.9pp |
| Employer contribution / active EE | $9,493 | $3,182+198.3% | $2,747+245.6% | $4,751+99.8% |
| Participant deferral / active EE | $37,000 | $4,682+690.3% | $3,880+853.6% | $6,710+451.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |