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 | $455,354 | $144,119+216.0% | $117,854+286.4% | $147,584+208.5% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 20.95% | 531.15%-510.2pp | 335.08%-314.1pp | 578.55%-557.6pp |
| Employer contribution / active EE | $10,879 | $4,896+122.2% | $3,786+187.3% | $4,876+123.1% |
| Participant deferral / active EE | $14,956 | $5,316+181.3% | $4,482+233.7% | $5,439+175.0% |
| Admin fee / account holder | $145 | $10,886-98.7% | $8,020-98.2% | $10,885-98.7% |