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 | $646,612 | $107,334+502.4% | $92,893+596.1% | $152,861+323.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.87% | 145.58%-131.7pp | 109.41%-95.5pp | 345.32%-331.5pp |
| Employer contribution / active EE | $20,473 | $4,221+385.0% | $3,653+460.5% | $4,762+329.9% |
| Participant deferral / active EE | $6,644 | $4,845+37.1% | $4,236+56.9% | $5,850+13.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |