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 | $759,669 | $209,832+262.0% | $189,513+300.9% | $167,490+353.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.24% | 748.27%-736.0pp | 555.15%-542.9pp | 478.56%-466.3pp |
| Employer contribution / active EE | $24,063 | $6,914+248.0% | $6,162+290.5% | $4,837+397.4% |
| Participant deferral / active EE | $13,000 | $8,935+45.5% | $8,221+58.1% | $6,341+105.0% |
| Admin fee / account holder | $138 | $14,293-99.0% | $12,045-98.9% | $12,309-98.9% |