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 | $511,230 | $115,770+341.6% | $101,248+404.9% | $158,922+221.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.69% | 56.14%-41.4pp | 46.47%-31.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $25,230 | $4,175+504.4% | $3,660+589.4% | $4,761+429.9% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $154 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |