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 | $258,911 | $67,459+283.8% | $74,183+249.0% | - |
| Participation rate | 0.0% | 75.7%-75.7pp | 76.6%-76.6pp | - |
| Annual return | 11.61% | 3.47%+8.1pp | 17.74%-6.1pp | - |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,370-100.0% | - |
| Participant deferral / active EE | $0 | $3,061-100.0% | $3,550-100.0% | - |
| Admin fee / account holder | $0 | $9,869-100.0% | $5,586-100.0% | - |