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 | $472,102 | $97,757+382.9% | $83,848+463.0% | $135,375+248.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 25.17% | 1287.37%-1262.2pp | 850.88%-825.7pp | 519.73%-494.6pp |
| Employer contribution / active EE | $35,904 | $4,222+750.5% | $3,631+888.9% | $4,779+651.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $141 | $6,674-97.9% | $5,478-97.4% | $10,827-98.7% |