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 | $448,894 | $109,817+308.8% | $98,442+356.0% | $167,490+168.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.43% | 1956.69%-1940.3pp | 1492.73%-1476.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $14,549 | $3,224+351.3% | $2,960+391.6% | $4,837+200.8% |
| Participant deferral / active EE | $15,450 | $4,673+230.6% | $4,276+261.3% | $6,341+143.6% |
| Admin fee / account holder | $56 | $6,753-99.2% | $5,949-99.1% | $12,309-99.5% |