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 | $699,554 | $176,662+296.0% | $130,648+435.5% | $152,861+357.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 8.79% | 2692.24%-2683.5pp | 1708.96%-1700.2pp | 345.32%-336.5pp |
| Employer contribution / active EE | $11,600 | $5,742+102.0% | $4,092+183.5% | $4,762+143.6% |
| Participant deferral / active EE | $12,560 | $4,361+188.0% | $3,603+248.6% | $5,850+114.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |