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 | $430,133 | $115,770+271.5% | $101,248+324.8% | $158,922+170.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.70% | 56.14%-31.4pp | 46.47%-21.8pp | 302.83%-278.1pp |
| Employer contribution / active EE | $26,664 | $4,175+538.7% | $3,660+628.6% | $4,761+460.0% |
| Participant deferral / active EE | $2,079 | $4,957-58.1% | $4,370-52.4% | $5,982-65.2% |
| Admin fee / account holder | $5 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |