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 | $946,045 | $107,934+776.5% | $91,989+928.4% | $152,861+518.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.91% | 89.24%-66.3pp | 69.02%-46.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $31,563 | $4,210+649.7% | $3,452+814.4% | $4,762+562.8% |
| Participant deferral / active EE | $25,000 | $6,364+292.8% | $5,923+322.1% | $5,850+327.3% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |