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 | $379,242 | $70,756+436.0% | $65,493+479.1% | $142,382+166.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.23% | 1754.89%-1741.7pp | 982.45%-969.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $9,679 | $2,881+236.0% | $2,574+276.0% | $4,299+125.1% |
| Participant deferral / active EE | $6,523 | $4,637+40.7% | $3,961+64.7% | $6,507+0.2% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |