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 | $440,169 | $150,440+192.6% | $136,294+223.0% | $147,584+198.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.30% | 1049.08%-1036.8pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $18,819 | $5,256+258.0% | $4,695+300.8% | $4,876+285.9% |
| Participant deferral / active EE | $12,582 | $6,630+89.8% | $6,247+101.4% | $5,439+131.3% |
| Admin fee / account holder | $186 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |