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 9-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 | $566,454 | $155,788+263.6% | $124,672+354.4% | $167,490+238.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.62% | 17.97%-7.4pp | 5142.93%-5132.3pp | 478.56%-467.9pp |
| Employer contribution / active EE | $15,542 | $4,163+273.3% | $3,324+367.6% | $4,837+221.3% |
| Participant deferral / active EE | $26,000 | $5,673+358.3% | $4,614+463.5% | $6,341+310.0% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |