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 | $574,605 | $171,865+234.3% | $149,718+283.8% | $147,584+289.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.86% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $25,000 | $6,275+298.4% | $5,445+359.1% | $4,876+412.7% |
| Participant deferral / active EE | $16,500 | $7,271+126.9% | $6,569+151.2% | $5,439+203.4% |
| Admin fee / account holder | $8 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |