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 | $291,128 | $73,515+296.0% | $62,995+362.1% | $147,584+97.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.07% | 175.43%-156.4pp | 87.57%-68.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $16,207 | $3,320+388.1% | $2,759+487.4% | $4,876+232.4% |
| Participant deferral / active EE | $15,855 | $4,185+278.9% | $3,329+376.2% | $5,439+191.5% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |