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 | $485,599 | $202,318+140.0% | $172,739+181.1% | $152,861+217.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.99% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.3pp |
| Employer contribution / active EE | $11,250 | $5,856+92.1% | $5,143+118.8% | $4,762+136.2% |
| Participant deferral / active EE | $8,603 | $5,948+44.6% | $5,198+65.5% | $5,850+47.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |