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 | $600,209 | $150,440+299.0% | $136,294+340.4% | $147,584+306.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.19% | 1049.08%-1028.9pp | 5155.94%-5135.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $16,675 | $5,256+217.2% | $4,695+255.1% | $4,876+241.9% |
| Participant deferral / active EE | $12,000 | $6,630+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |