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 | $278,111 | $144,119+93.0% | $117,854+136.0% | $147,584+88.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.54% | 531.15%-513.6pp | 335.08%-317.5pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,672 | $4,896-65.8% | $3,786-55.8% | $4,876-65.7% |
| Participant deferral / active EE | $12,300 | $5,316+131.4% | $4,482+174.4% | $5,439+126.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |