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 | $403,101 | $157,256+156.3% | $141,162+185.6% | $152,861+163.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.13% | 64.32%-33.2pp | 71.39%-40.3pp | 345.32%-314.2pp |
| Employer contribution / active EE | $22,160 | $5,261+321.2% | $4,735+368.0% | $4,762+365.3% |
| Participant deferral / active EE | $20,024 | $7,109+181.6% | $6,709+198.5% | $5,850+242.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |