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 | $504,141 | $211,958+137.8% | $169,463+197.5% | $135,375+272.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.90% | 3.26%-10.2pp | 1.83%-8.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $20,162 | $5,120+293.8% | $4,159+384.8% | $4,779+321.9% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.2% | $5,609+118.4% |
| Admin fee / account holder | $28 | $11,471-99.8% | $9,109-99.7% | $10,827-99.7% |