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 | $319,854 | $65,561+387.9% | $86,188+271.1% | $75,163+325.5% |
| Participation rate | 85.2% | 60.5%+24.7pp | 69.0%+16.2pp | 67.2%+18.0pp |
| Annual return | 15.21% | 46.05%-30.8pp | 1168.45%-1153.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $4,959 | $1,553+219.4% | $2,380+108.3% | $2,670+85.7% |
| Participant deferral / active EE | $8,872 | $3,024+193.4% | $3,985+122.6% | $4,125+115.1% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |