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 | $323,367 | $150,440+114.9% | $136,294+137.3% | $147,584+119.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.49% | 1049.08%-1026.6pp | 5155.94%-5133.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $10,573 | $5,256+101.2% | $4,695+125.2% | $4,876+116.8% |
| Participant deferral / active EE | $10,924 | $6,630+64.8% | $6,247+74.9% | $5,439+100.9% |
| Admin fee / account holder | $139 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |