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 | $464,955 | $93,024+399.8% | $77,024+503.7% | $134,475+245.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -3.75% | 62.60%-66.3pp | 42.32%-46.1pp | 417.96%-421.7pp |
| Employer contribution / active EE | $5,800 | $3,418+69.7% | $2,812+106.2% | $4,740+22.4% |
| Participant deferral / active EE | $12,408 | $5,238+136.9% | $4,426+180.3% | $6,400+93.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |