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 | $392,916 | $109,817+257.8% | $98,442+299.1% | $167,490+134.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.62% | 1956.69%-1938.1pp | 1492.73%-1474.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $38,500 | $3,224+1094.2% | $2,960+1200.8% | $4,837+695.9% |
| Participant deferral / active EE | $26,000 | $4,673+456.4% | $4,276+508.0% | $6,341+310.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |