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 | $583,330 | $124,319+369.2% | $111,297+424.1% | $167,490+248.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 31.04% | 37.44%-6.4pp | 54.65%-23.6pp | 478.56%-447.5pp |
| Employer contribution / active EE | $38,500 | $3,435+1020.7% | $2,731+1309.7% | $4,837+695.9% |
| Participant deferral / active EE | $22,750 | $5,180+339.2% | $4,487+407.0% | $6,341+258.8% |
| Admin fee / account holder | $100 | $10,618-99.1% | $7,964-98.7% | $12,309-99.2% |