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 | $556,688 | $102,966+440.7% | $90,281+516.6% | $152,861+264.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.43% | 95.16%-75.7pp | 78.10%-58.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $9,289 | $3,139+196.0% | $2,854+225.4% | $4,762+95.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $274 | $6,171-95.6% | $5,351-94.9% | $11,596-97.6% |