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 | $547,471 | $114,047+380.0% | $96,139+469.5% | $167,490+226.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.13% | 189.88%-177.7pp | 191.94%-179.8pp | 478.56%-466.4pp |
| Employer contribution / active EE | $9,109 | $3,427+165.8% | $2,797+225.7% | $4,837+88.3% |
| Participant deferral / active EE | $4,872 | $5,194-6.2% | $4,349+12.0% | $6,341-23.2% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |