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 | $637,723 | $109,817+480.7% | $98,442+547.8% | $167,490+280.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.28% | 1956.69%-1936.4pp | 1492.73%-1472.4pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,702 | $3,224-47.2% | $2,960-42.5% | $4,837-64.8% |
| Participant deferral / active EE | $6,763 | $4,673+44.7% | $4,276+58.2% | $6,341+6.7% |
| Admin fee / account holder | $205 | $6,753-97.0% | $5,949-96.6% | $12,309-98.3% |