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 | $458,185 | $150,440+204.6% | $136,294+236.2% | $147,584+210.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.39% | 1049.08%-1026.7pp | 5155.94%-5133.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $13,375 | $5,256+154.5% | $4,695+184.9% | $4,876+174.3% |
| Participant deferral / active EE | $12,568 | $6,630+89.5% | $6,247+101.2% | $5,439+131.1% |
| Admin fee / account holder | $223 | $10,905-98.0% | $9,243-97.6% | $10,885-98.0% |