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 | $373,021 | $150,440+148.0% | $136,294+173.7% | $147,584+152.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.70% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,567 | $5,256-32.1% | $4,695-24.0% | $4,876-26.9% |
| Participant deferral / active EE | $9,600 | $6,630+44.8% | $6,247+53.7% | $5,439+76.5% |
| Admin fee / account holder | $278 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |