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 | $394,976 | $150,440+162.5% | $136,294+189.8% | $147,584+167.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.91% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $15,454 | $5,256+194.0% | $4,695+229.1% | $4,876+216.9% |
| Participant deferral / active EE | $14,172 | $6,630+113.7% | $6,247+126.9% | $5,439+160.6% |
| Admin fee / account holder | $105 | $10,905-99.0% | $9,243-98.9% | $10,885-99.0% |