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 | $252,694 | $109,817+130.1% | $98,442+156.7% | $167,490+50.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.05% | 1956.69%-1943.6pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,027 | $3,224-37.1% | $2,960-31.5% | $4,837-58.1% |
| Participant deferral / active EE | $11,682 | $4,673+150.0% | $4,276+173.2% | $6,341+84.2% |
| Admin fee / account holder | $60 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |