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 | $341,023 | $99,079+244.2% | $77,999+337.2% | $273,961+24.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.84% | 217.93%-213.1pp | 425.96%-421.1pp | 41.45%-36.6pp |
| Employer contribution / active EE | $6,490 | $3,308+96.2% | $2,470+162.7% | $4,869+33.3% |
| Participant deferral / active EE | $10,261 | $4,306+138.3% | $3,497+193.4% | $5,287+94.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |