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 | $349,526 | $152,587+129.1% | $125,175+179.2% | $152,861+128.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.94% | 54.84%-32.9pp | 43.79%-21.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,025 | $4,946-38.8% | $3,865-21.7% | $4,762-36.5% |
| Participant deferral / active EE | $11,734 | $5,868+100.0% | $4,937+137.7% | $5,850+100.6% |
| Admin fee / account holder | $16 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |