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 | $487,302 | $176,662+175.8% | $130,648+273.0% | $152,861+218.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 17.89% | 2692.24%-2674.4pp | 1708.96%-1691.1pp | 345.32%-327.4pp |
| Employer contribution / active EE | $26,117 | $5,742+354.8% | $4,092+538.3% | $4,762+448.4% |
| Participant deferral / active EE | $12,667 | $4,361+190.4% | $3,603+251.6% | $5,850+116.5% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |