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 | $801,128 | $201,272+298.0% | $184,203+334.9% | $145,922+449.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.56% | 29.00%-7.4pp | 28.81%-7.3pp | 561.29%-539.7pp |
| Employer contribution / active EE | $31,760 | $7,022+352.3% | $6,427+394.2% | $4,660+581.6% |
| Participant deferral / active EE | $18,834 | $9,806+92.1% | $9,131+106.3% | $6,688+181.6% |
| Admin fee / account holder | $5 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |