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 | $309,844 | $99,020+212.9% | $86,590+257.8% | $147,584+109.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.92% | 1312.34%-1292.4pp | 964.84%-944.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $13,500 | $3,132+331.0% | $2,839+375.5% | $4,876+176.8% |
| Participant deferral / active EE | $21,000 | $3,972+428.7% | $3,609+481.9% | $5,439+286.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |