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 | $293,104 | $150,440+94.8% | $136,294+115.1% | $147,584+98.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.10% | 1049.08%-1028.0pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $12,875 | $5,256+145.0% | $4,695+174.2% | $4,876+164.0% |
| Participant deferral / active EE | $12,531 | $6,630+89.0% | $6,247+100.6% | $5,439+130.4% |
| Admin fee / account holder | $6 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |