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 | $831,871 | $159,901+420.2% | $146,958+466.1% | $145,922+470.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.62% | 98.13%-72.5pp | 418.34%-392.7pp | 561.29%-535.7pp |
| Employer contribution / active EE | $12,834 | $5,286+142.8% | $4,933+160.2% | $4,660+175.4% |
| Participant deferral / active EE | $8,021 | $8,428-4.8% | $8,070-0.6% | $6,688+19.9% |
| Admin fee / account holder | $278 | $15,044-98.2% | $12,998-97.9% | $13,397-97.9% |