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 | $365,272 | $84,695+331.3% | $73,843+394.7% | $125,391+191.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.35% | 3123.53%-3122.2pp | 2267.84%-2266.5pp | 282.22%-280.9pp |
| Employer contribution / active EE | $12,853 | $3,123+311.5% | $2,787+361.1% | $4,866+164.1% |
| Participant deferral / active EE | $7,386 | $3,992+85.0% | $3,583+106.1% | $5,352+38.0% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |