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 | $250,272 | $99,652+151.1% | $78,778+217.7% | $147,584+69.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 23.26% | 47.28%-24.0pp | 35.62%-12.4pp | 578.55%-555.3pp |
| Employer contribution / active EE | $840 | $2,796-70.0% | $1,986-57.7% | $4,876-82.8% |
| Participant deferral / active EE | $21,000 | $3,664+473.2% | $2,958+609.9% | $5,439+286.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |