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 | $268,665 | $150,440+78.6% | $136,294+97.1% | $147,584+82.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.37% | 1049.08%-1033.7pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $25,600 | $5,256+387.1% | $4,695+445.2% | $4,876+425.0% |
| Participant deferral / active EE | $17,200 | $6,630+159.4% | $6,247+175.3% | $5,439+216.3% |
| Admin fee / account holder | $12 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |