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 | $300,741 | $171,865+75.0% | $149,718+100.9% | $147,584+103.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.03% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $10,000 | $6,275+59.4% | $5,445+83.7% | $4,876+105.1% |
| Participant deferral / active EE | $18,333 | $7,271+152.2% | $6,569+179.1% | $5,439+237.1% |
| Admin fee / account holder | $50 | $13,799-99.6% | $11,283-99.6% | $10,885-99.5% |