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 | $650,025 | $107,452+504.9% | $91,541+610.1% | $142,382+356.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.89% | 22.06%-12.2pp | 20.50%-10.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $8,561 | $2,994+185.9% | $2,505+241.8% | $4,299+99.1% |
| Participant deferral / active EE | $31,000 | $4,754+552.1% | $4,008+673.5% | $6,507+376.4% |
| Admin fee / account holder | $4 | $8,834-100.0% | $6,956-99.9% | $12,624-100.0% |