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 | $489,245 | $755,339-35.2% | $379,746+28.8% | $158,922+207.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 22.56% | 53.41%-30.9pp | 34.90%-12.3pp | 302.83%-280.3pp |
| Employer contribution / active EE | $6,588 | $4,685+40.6% | $3,540+86.1% | $4,761+38.4% |
| Participant deferral / active EE | $19,092 | $7,938+140.5% | $6,024+216.9% | $5,982+219.2% |
| Admin fee / account holder | $69 | $14,482-99.5% | $7,927-99.1% | $11,246-99.4% |