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 | $990,101 | $138,044+617.2% | $125,339+689.9% | $134,475+636.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.75% | 750.33%-760.1pp | 572.05%-581.8pp | 417.96%-427.7pp |
| Employer contribution / active EE | $20,000 | $5,243+281.4% | $4,814+315.5% | $4,740+322.0% |
| Participant deferral / active EE | $24,500 | $7,799+214.2% | $7,446+229.0% | $6,400+282.8% |
| Admin fee / account holder | $110 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |