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 | $300,851 | $198,466+51.6% | $170,442+76.5% | $147,584+103.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.72% | 257.29%-234.6pp | 205.93%-183.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $16,105 | $6,184+160.4% | $5,433+196.4% | $4,876+230.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |