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 | $269,769 | $150,440+79.3% | $136,294+97.9% | $147,584+82.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.93% | 1049.08%-1031.2pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $4,387 | $5,256-16.5% | $4,695-6.6% | $4,876-10.0% |
| Participant deferral / active EE | $13,844 | $6,630+108.8% | $6,247+121.6% | $5,439+154.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |