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 | $484,140 | $112,881+328.9% | $90,951+432.3% | $158,922+204.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 28.54% | 215.79%-187.3pp | 134.60%-106.1pp | 302.83%-274.3pp |
| Employer contribution / active EE | $6,720 | $2,893+132.3% | $2,122+216.7% | $4,761+41.1% |
| Participant deferral / active EE | $18,656 | $4,128+352.0% | $3,373+453.1% | $5,982+211.9% |
| Admin fee / account holder | $15 | $8,041-99.8% | $5,959-99.7% | $11,246-99.9% |