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 | $722,659 | $89,355+708.8% | $141,162+411.9% | $72,985+890.2% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 31.14% | 111.85%-80.7pp | 71.39%-40.3pp | 81.00%-49.9pp |
| Employer contribution / active EE | $5,401 | $3,114+73.4% | $4,735+14.1% | $2,440+121.4% |
| Participant deferral / active EE | $12,593 | $5,418+132.4% | $6,709+87.7% | $3,607+249.1% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |