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 | $457,470 | $76,738+496.1% | $56,411+711.0% | $145,922+213.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.79% | 2994.23%-2986.4pp | 1701.33%-1693.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,437 | $1,380+4.1% | $1,039+38.3% | $4,660-69.2% |
| Participant deferral / active EE | $1,383 | $2,623-47.3% | $1,952-29.1% | $6,688-79.3% |
| Admin fee / account holder | $38 | $3,334-98.9% | $2,829-98.7% | $13,397-99.7% |