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 | $492,671 | $144,119+241.9% | $117,854+318.0% | $147,584+233.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.58% | 531.15%-517.6pp | 335.08%-321.5pp | 578.55%-565.0pp |
| Employer contribution / active EE | $8,955 | $4,896+82.9% | $3,786+136.5% | $4,876+83.6% |
| Participant deferral / active EE | $21,000 | $5,316+295.0% | $4,482+368.6% | $5,439+286.1% |
| Admin fee / account holder | $120 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |