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 | $501,393 | $162,781+208.0% | $133,956+274.3% | $158,922+215.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.27% | 41.94%-12.7pp | 45.09%-15.8pp | 302.83%-273.6pp |
| Employer contribution / active EE | $25,750 | $4,975+417.5% | $3,919+557.1% | $4,761+440.8% |
| Participant deferral / active EE | $22,750 | $5,911+284.9% | $5,048+350.7% | $5,982+280.3% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |