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 | $266,312 | $150,440+77.0% | $136,294+95.4% | $147,584+80.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.79% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $16,564 | $5,256+215.1% | $4,695+252.8% | $4,876+239.7% |
| Participant deferral / active EE | $12,167 | $6,630+83.5% | $6,247+94.8% | $5,439+123.7% |
| Admin fee / account holder | $33 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |