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 | $495,246 | $85,022+482.5% | $70,515+602.3% | $139,434+255.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 35.16% | 30.38%+4.8pp | 32.77%+2.4pp | 372.94%-337.8pp |
| Employer contribution / active EE | $1,972 | $3,909-49.6% | $2,973-33.7% | $4,751-58.5% |
| Participant deferral / active EE | $9,609 | $5,890+63.1% | $4,567+110.4% | $6,710+43.2% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |