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 | $744,182 | $109,817+577.7% | $98,442+656.0% | $167,490+344.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.63% | 1956.69%-1940.1pp | 1492.73%-1476.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $21,150 | $3,224+556.0% | $2,960+614.6% | $4,837+337.2% |
| Participant deferral / active EE | $13,769 | $4,673+194.6% | $4,276+222.0% | $6,341+117.1% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |