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 | $303,588 | $114,047+166.2% | $96,139+215.8% | $167,490+81.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.13% | 189.88%-174.7pp | 191.94%-176.8pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,510 | $3,427-26.8% | $2,797-10.3% | $4,837-48.1% |
| Participant deferral / active EE | $8,033 | $5,194+54.7% | $4,349+84.7% | $6,341+26.7% |
| Admin fee / account holder | $115 | $6,897-98.3% | $5,537-97.9% | $12,309-99.1% |