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 | $520,868 | $95,193+447.2% | $76,523+580.7% | $135,375+284.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 118.55% | 4.85%+113.7pp | -0.27%+118.8pp | 519.73%-401.2pp |
| Employer contribution / active EE | $8,268 | $3,302+150.3% | $2,647+212.3% | $4,779+73.0% |
| Participant deferral / active EE | $10,957 | $4,639+136.2% | $3,835+185.7% | $5,609+95.3% |
| Admin fee / account holder | $3 | $6,249-99.9% | $4,848-99.9% | $10,827-100.0% |