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 | $344,589 | $107,334+221.0% | $92,893+271.0% | $152,861+125.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.36% | 145.58%-124.2pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $26,713 | $4,221+532.9% | $3,653+631.3% | $4,762+460.9% |
| Participant deferral / active EE | $18,939 | $4,845+290.9% | $4,236+347.1% | $5,850+223.7% |
| Admin fee / account holder | $56 | $7,079-99.2% | $5,794-99.0% | $11,596-99.5% |