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 | $861,640 | $156,846+449.4% | $121,098+611.5% | $139,434+518.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 24.33% | 1474.56%-1450.2pp | 985.75%-961.4pp | 372.94%-348.6pp |
| Employer contribution / active EE | $26,260 | $5,536+374.3% | $4,164+530.7% | $4,751+452.8% |
| Participant deferral / active EE | $17,402 | $4,844+259.2% | $4,080+326.6% | $6,710+159.3% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |