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 | $560,352 | $99,020+465.9% | $86,590+547.1% | $147,584+279.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.96% | 1312.34%-1286.4pp | 964.84%-938.9pp | 578.55%-552.6pp |
| Employer contribution / active EE | $24,813 | $3,132+692.3% | $2,839+773.9% | $4,876+408.9% |
| Participant deferral / active EE | $14,694 | $3,972+269.9% | $3,609+307.2% | $5,439+170.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |