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 | $668,930 | $138,065+384.5% | $123,544+441.4% | $135,375+394.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.53% | 153.68%-143.2pp | 119.20%-108.7pp | 519.73%-509.2pp |
| Employer contribution / active EE | $2,468 | $5,151-52.1% | $4,628-46.7% | $4,779-48.4% |
| Participant deferral / active EE | $12,675 | $6,799+86.4% | $6,426+97.3% | $5,609+126.0% |
| Admin fee / account holder | $68 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |