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 | $435,322 | $176,572+146.5% | - | $137,256+217.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 13.86% | 652.77%-638.9pp | - | 220.34%-206.5pp |
| Employer contribution / active EE | $5,049 | $5,055-0.1% | - | $4,156+21.5% |
| Participant deferral / active EE | $12,998 | $5,052+157.3% | - | $6,407+102.9% |
| Admin fee / account holder | $27 | $6,447-99.6% | - | $12,270-99.8% |