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 | $731,235 | $99,020+638.5% | $86,590+744.5% | $147,584+395.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.24% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $28,155 | $3,132+799.0% | $2,839+891.6% | $4,876+477.4% |
| Participant deferral / active EE | $24,000 | $3,972+504.2% | $3,609+565.1% | $5,439+341.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |