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 | $289,684 | $99,020+192.6% | $86,590+234.5% | $147,584+96.3% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 13.36% | 1312.34%-1299.0pp | 964.84%-951.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $8,749 | $3,132+179.3% | $2,839+208.1% | $4,876+79.4% |
| Participant deferral / active EE | $11,614 | $3,972+192.4% | $3,609+221.8% | $5,439+113.5% |
| Admin fee / account holder | $4 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |