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 | $698,541 | $171,865+306.4% | $149,718+366.6% | $147,584+373.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.85% | 2113.22%-2094.4pp | 1501.63%-1482.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $21,750 | $6,275+246.6% | $5,445+299.5% | $4,876+346.0% |
| Participant deferral / active EE | $3,000 | $7,271-58.7% | $6,569-54.3% | $5,439-44.8% |
| Admin fee / account holder | $23 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |