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 | $283,840 | $96,635+193.7% | $86,612+227.7% | $139,434+103.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.52% | 106.41%-92.9pp | 591.07%-577.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $22,136 | $3,263+578.4% | $3,022+632.4% | $4,751+365.9% |
| Participant deferral / active EE | $18,282 | $4,836+278.0% | $4,438+312.0% | $6,710+172.4% |
| Admin fee / account holder | $48 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |