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 7-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 | $750,000 | $76,738+877.4% | $56,411+1229.5% | $145,922+414.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 60.84% | 2994.23%-2933.4pp | 1701.33%-1640.5pp | 561.29%-500.4pp |
| Employer contribution / active EE | $14,000 | $1,380+914.6% | $1,039+1247.9% | $4,660+200.5% |
| Participant deferral / active EE | $18,000 | $2,623+586.4% | $1,952+822.2% | $6,688+169.2% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |