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 | $567,702 | $127,386+345.7% | $115,037+393.5% | $125,391+352.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.34% | 31.28%-33.6pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $24,981 | $5,166+383.6% | $4,608+442.2% | $4,866+413.4% |
| Participant deferral / active EE | $10,469 | $6,423+63.0% | $6,026+73.7% | $5,352+95.6% |
| Admin fee / account holder | $80 | $9,516-99.2% | $8,175-99.0% | $9,540-99.2% |