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 | $353,368 | $127,065+178.1% | $113,168+212.3% | $142,382+148.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.66% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $25,710 | $3,442+646.9% | $2,975+764.1% | $4,299+498.0% |
| Participant deferral / active EE | $31,000 | $5,716+442.3% | $5,107+507.0% | $6,507+376.4% |
| Admin fee / account holder | $68 | $15,736-99.6% | $12,068-99.4% | $12,624-99.5% |