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 | $554,747 | $100,852+450.1% | $90,404+513.6% | $158,922+249.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.20% | 1724.20%-1702.0pp | 1293.02%-1270.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $19,980 | $3,689+441.7% | $3,262+512.5% | $4,761+319.6% |
| Participant deferral / active EE | $13,717 | $4,348+215.5% | $3,963+246.1% | $5,982+129.3% |
| Admin fee / account holder | $62 | $6,501-99.0% | $5,611-98.9% | $11,246-99.4% |