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 | $334,207 | $176,662+89.2% | $130,648+155.8% | $152,861+118.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 15.33% | 2692.24%-2676.9pp | 1708.96%-1693.6pp | 345.32%-330.0pp |
| Employer contribution / active EE | $9,477 | $5,742+65.0% | $4,092+131.6% | $4,762+99.0% |
| Participant deferral / active EE | $7,787 | $4,361+78.5% | $3,603+116.1% | $5,850+33.1% |
| Admin fee / account holder | $70 | $7,133-99.0% | $5,464-98.7% | $11,596-99.4% |