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 | $528,353 | $165,912+218.5% | $122,332+331.9% | $147,584+258.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.50% | 34.55%-15.1pp | 30.27%-10.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $52,000 | $5,754+803.7% | $4,050+1183.8% | $4,876+966.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $39 | $7,424-99.5% | $5,478-99.3% | $10,885-99.6% |