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 | $274,883 | $150,440+82.7% | $136,294+101.7% | $147,584+86.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.50% | 1049.08%-1026.6pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $9,678 | $5,256+84.1% | $4,695+106.1% | $4,876+98.5% |
| Participant deferral / active EE | $7,692 | $6,630+16.0% | $6,247+23.1% | $5,439+41.4% |
| Admin fee / account holder | $146 | $10,905-98.7% | $9,243-98.4% | $10,885-98.7% |