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 | $515,353 | $70,606+629.9% | $53,898+856.2% | $142,382+262.0% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 12.07% | 619.81%-607.7pp | 528.60%-516.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,338 | $1,202+11.3% | $932+43.5% | $4,299-68.9% |
| Participant deferral / active EE | $1,310 | $2,364-44.6% | $1,826-28.3% | $6,507-79.9% |
| Admin fee / account holder | $9 | $2,852-99.7% | $2,491-99.7% | $12,624-99.9% |