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 | $941,648 | $96,635+874.4% | $86,612+987.2% | $139,434+575.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.05% | 106.41%-85.4pp | 591.07%-570.0pp | 372.94%-351.9pp |
| Employer contribution / active EE | $5,245 | $3,263+60.7% | $3,022+73.5% | $4,751+10.4% |
| Participant deferral / active EE | $15,000 | $4,836+210.2% | $4,438+238.0% | $6,710+123.5% |
| Admin fee / account holder | $53 | $6,408-99.2% | $5,614-99.1% | $11,403-99.5% |