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 | $321,274 | $150,440+113.6% | $136,294+135.7% | $147,584+117.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.87% | 1049.08%-1031.2pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $11,087 | $5,256+110.9% | $4,695+136.1% | $4,876+127.4% |
| Participant deferral / active EE | $14,249 | $6,630+114.9% | $6,247+128.1% | $5,439+162.0% |
| Admin fee / account holder | $283 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |