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 | $314,959 | $100,852+212.3% | $90,404+248.4% | $158,922+98.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.77% | 1724.20%-1697.4pp | 1293.02%-1266.2pp | 302.83%-276.1pp |
| Employer contribution / active EE | $18,977 | $3,689+414.5% | $3,262+481.8% | $4,761+298.6% |
| Participant deferral / active EE | $9,769 | $4,348+124.7% | $3,963+146.5% | $5,982+63.3% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |