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 | $373,513 | $99,020+277.2% | $86,590+331.4% | $147,584+153.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.38% | 1312.34%-1293.0pp | 964.84%-945.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $7,882 | $3,132+151.7% | $2,839+177.6% | $4,876+61.6% |
| Participant deferral / active EE | $9,394 | $3,972+136.5% | $3,609+160.3% | $5,439+72.7% |
| Admin fee / account holder | $15 | $5,710-99.7% | $4,906-99.7% | $10,885-99.9% |