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 | $510,797 | $115,770+341.2% | $101,248+404.5% | $158,922+221.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.46% | 56.14%-40.7pp | 46.47%-31.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $18,657 | $4,175+346.9% | $3,660+409.8% | $4,761+291.9% |
| Participant deferral / active EE | $14,455 | $4,957+191.6% | $4,370+230.8% | $5,982+141.6% |
| Admin fee / account holder | $70 | $7,245-99.0% | $5,945-98.8% | $11,246-99.4% |