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 | $780,905 | $115,770+574.5% | $101,248+671.3% | $158,922+391.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.29% | 56.14%-45.8pp | 46.47%-36.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $12,222 | $4,175+192.8% | $3,660+234.0% | $4,761+156.7% |
| Participant deferral / active EE | $10,768 | $4,957+117.2% | $4,370+146.4% | $5,982+80.0% |
| Admin fee / account holder | $101 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |