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 | $739,901 | $202,432+265.5% | $169,368+336.9% | $139,434+430.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 63.06% | 531.74%-468.7pp | 405.60%-342.5pp | 372.94%-309.9pp |
| Employer contribution / active EE | $3,567 | $4,692-24.0% | $4,013-11.1% | $4,751-24.9% |
| Participant deferral / active EE | $15,650 | $6,938+125.6% | $6,221+151.6% | $6,710+133.2% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |