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 | $445,913 | $150,440+196.4% | $136,294+227.2% | $147,584+202.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.63% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $9,358 | $5,256+78.0% | $4,695+99.3% | $4,876+91.9% |
| Participant deferral / active EE | $8,180 | $6,630+23.4% | $6,247+30.9% | $5,439+50.4% |
| Admin fee / account holder | $1 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |