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 | $697,975 | $100,852+592.1% | $90,404+672.1% | $158,922+339.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.68% | 1724.20%-1708.5pp | 1293.02%-1277.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $12,229 | $3,689+231.5% | $3,262+274.9% | $4,761+156.8% |
| Participant deferral / active EE | $7,038 | $4,348+61.9% | $3,963+77.6% | $5,982+17.7% |
| Admin fee / account holder | $174 | $6,501-97.3% | $5,611-96.9% | $11,246-98.5% |