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 | $425,624 | $93,024+357.5% | $77,024+452.6% | $134,475+216.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -20.08% | 62.60%-82.7pp | 42.32%-62.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,049 | $3,418-10.8% | $2,812+8.4% | $4,740-35.7% |
| Participant deferral / active EE | $14,575 | $5,238+178.3% | $4,426+229.3% | $6,400+127.7% |
| Admin fee / account holder | $15 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |