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 | $378,010 | $107,334+252.2% | $92,893+306.9% | $152,861+147.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.18% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $14,105 | $4,221+234.2% | $3,653+286.2% | $4,762+196.2% |
| Participant deferral / active EE | $11,784 | $4,845+143.2% | $4,236+178.2% | $5,850+101.4% |
| Admin fee / account holder | $6 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |