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 | $612,683 | $160,055+282.8% | $140,016+337.6% | $135,375+352.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.09% | 911.38%-901.3pp | 651.12%-641.0pp | 519.73%-509.6pp |
| Employer contribution / active EE | $19,272 | $6,420+200.2% | $5,606+243.8% | $4,779+303.3% |
| Participant deferral / active EE | $15,744 | $7,642+106.0% | $6,927+127.3% | $5,609+180.7% |
| Admin fee / account holder | $26 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |