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 | $965,098 | $162,781+492.9% | $133,956+620.5% | $158,922+507.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.72% | 41.94%-26.2pp | 45.09%-29.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $9,167 | $4,975+84.2% | $3,919+133.9% | $4,761+92.5% |
| Participant deferral / active EE | $16,231 | $5,911+174.6% | $5,048+221.6% | $5,982+171.3% |
| Admin fee / account holder | $4 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |