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 | $544,566 | $171,865+216.9% | $149,718+263.7% | $147,584+269.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.58% | 2113.22%-2091.6pp | 1501.63%-1480.1pp | 578.55%-557.0pp |
| Employer contribution / active EE | $15,927 | $6,275+153.8% | $5,445+192.5% | $4,876+226.6% |
| Participant deferral / active EE | $8,687 | $7,271+19.5% | $6,569+32.2% | $5,439+59.7% |
| Admin fee / account holder | $51 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |