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 | $342,914 | $150,440+127.9% | $136,294+151.6% | $147,584+132.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.66% | 1049.08%-1026.4pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $9,607 | $5,256+82.8% | $4,695+104.6% | $4,876+97.0% |
| Participant deferral / active EE | $12,784 | $6,630+92.8% | $6,247+104.6% | $5,439+135.1% |
| Admin fee / account holder | $60 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |