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 | $313,535 | $121,625+157.8% | $104,607+199.7% | $158,922+97.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 44.65% | 465.26%-420.6pp | 340.46%-295.8pp | 302.83%-258.2pp |
| Employer contribution / active EE | $1,600 | $3,163-49.4% | $2,681-40.3% | $4,761-66.4% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $5,982-100.0% |
| Admin fee / account holder | $25 | $7,787-99.7% | $6,473-99.6% | $11,246-99.8% |