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 | $447,038 | $165,335+170.4% | $149,696+198.6% | $158,922+181.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.98% | 348.15%-309.2pp | 276.60%-237.6pp | 302.83%-263.8pp |
| Employer contribution / active EE | $11,922 | $5,103+133.6% | $4,644+156.7% | $4,761+150.4% |
| Participant deferral / active EE | $11,139 | $7,181+55.1% | $6,842+62.8% | $5,982+86.2% |
| Admin fee / account holder | $137 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |