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 | $789,383 | $88,751+789.4% | $81,812+864.9% | $145,922+441.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.26% | 1025.40%-1004.1pp | 773.79%-752.5pp | 561.29%-540.0pp |
| Employer contribution / active EE | $7,053 | $3,083+128.8% | $2,912+142.2% | $4,660+51.4% |
| Participant deferral / active EE | $22,198 | $4,643+378.1% | $4,319+414.0% | $6,688+231.9% |
| Admin fee / account holder | $30 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |