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 | $386,875 | $150,440+157.2% | $136,294+183.9% | $147,584+162.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.58% | 1049.08%-1025.5pp | 5155.94%-5132.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $20,072 | $5,256+281.9% | $4,695+327.5% | $4,876+311.6% |
| Participant deferral / active EE | $16,500 | $6,630+148.9% | $6,247+164.1% | $5,439+203.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |