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 | $278,827 | $93,024+199.7% | $77,024+262.0% | $134,475+107.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.50% | 62.60%-82.1pp | 42.32%-61.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $24,127 | $3,418+605.9% | $2,812+757.9% | $4,740+409.1% |
| Participant deferral / active EE | $11,557 | $5,238+120.6% | $4,426+161.1% | $6,400+80.6% |
| Admin fee / account holder | $15 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |