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 | $318,380 | $144,119+120.9% | $117,854+170.1% | $147,584+115.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.76% | 531.15%-512.4pp | 335.08%-316.3pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,461 | $4,896-29.3% | $3,786-8.6% | $4,876-29.0% |
| Participant deferral / active EE | $13,979 | $5,316+163.0% | $4,482+211.9% | $5,439+157.0% |
| Admin fee / account holder | $40 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |