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 | $649,031 | $107,934+501.3% | $91,989+605.6% | $152,861+324.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 16.12% | 89.24%-73.1pp | 69.02%-52.9pp | 345.32%-329.2pp |
| Employer contribution / active EE | $28,859 | $4,210+585.5% | $3,452+736.1% | $4,762+506.0% |
| Participant deferral / active EE | $23,000 | $6,364+261.4% | $5,923+288.3% | $5,850+293.2% |
| Admin fee / account holder | $33 | $10,520-99.7% | $7,743-99.6% | $11,596-99.7% |