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 | $350,030 | $100,852+247.1% | $90,404+287.2% | $158,922+120.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 23.03% | 1724.20%-1701.2pp | 1293.02%-1270.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $15,578 | $3,689+322.3% | $3,262+377.6% | $4,761+227.2% |
| Participant deferral / active EE | $22,655 | $4,348+421.1% | $3,963+471.6% | $5,982+278.7% |
| Admin fee / account holder | $64 | $6,501-99.0% | $5,611-98.9% | $11,246-99.4% |