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 | $258,111 | $100,852+155.9% | $90,404+185.5% | $158,922+62.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.92% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $32,563 | $3,689+782.8% | $3,262+898.3% | $4,761+583.9% |
| Participant deferral / active EE | $11,413 | $4,348+162.5% | $3,963+188.0% | $5,982+90.8% |
| Admin fee / account holder | $10 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |