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 | $350,975 | $157,256+123.2% | $141,162+148.6% | $152,861+129.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.37% | 64.32%-48.0pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $25,313 | $5,261+381.2% | $4,735+434.6% | $4,762+431.5% |
| Participant deferral / active EE | $18,531 | $7,109+160.7% | $6,709+176.2% | $5,850+216.8% |
| Admin fee / account holder | $14 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |