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 | $502,549 | $209,832+139.5% | $189,513+165.2% | $167,490+200.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.36% | 748.27%-729.9pp | 555.15%-536.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $2,500 | $6,914-63.8% | $6,162-59.4% | $4,837-48.3% |
| Participant deferral / active EE | $13,500 | $8,935+51.1% | $8,221+64.2% | $6,341+112.9% |
| Admin fee / account holder | $8 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |