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 | $631,022 | $115,770+445.1% | $101,248+523.2% | $158,922+297.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.90% | 56.14%-43.2pp | 46.47%-33.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $14,261 | $4,175+241.6% | $3,660+289.7% | $4,761+199.5% |
| Participant deferral / active EE | $20,690 | $4,957+317.4% | $4,370+373.4% | $5,982+245.9% |
| Admin fee / account holder | $40 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |