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 | $161,701+169.2% | - | $142,382+205.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | 13.86% | 549.36%-535.5pp | - | 217.08%-203.2pp |
| Employer contribution / active EE | $5,049 | $4,438+13.8% | - | $4,299+17.4% |
| Participant deferral / active EE | $12,998 | $5,394+141.0% | - | $6,507+99.8% |
| Admin fee / account holder | $27 | $9,598-99.7% | - | $12,624-99.8% |