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 | $631,045 | $108,919+479.4% | $100,391+528.6% | $145,922+332.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.41% | 57.88%-39.5pp | 49.20%-30.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $18,706 | $4,419+323.3% | $3,942+374.6% | $4,660+301.5% |
| Participant deferral / active EE | $18,706 | $8,445+121.5% | $8,082+131.5% | $6,688+179.7% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |