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 | $750,884 | $209,832+257.9% | $189,513+296.2% | $167,490+348.3% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 70.92% | 748.27%-677.4pp | 555.15%-484.2pp | 478.56%-407.6pp |
| Employer contribution / active EE | $33,338 | $6,914+382.2% | $6,162+441.1% | $4,837+589.2% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $207 | $14,293-98.6% | $12,045-98.3% | $12,309-98.3% |