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 | $545,770 | $99,020+451.2% | $86,590+530.3% | $147,584+269.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.06% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $9,478 | $3,132+202.6% | $2,839+233.8% | $4,876+94.4% |
| Participant deferral / active EE | $1,500 | $3,972-62.2% | $3,609-58.4% | $5,439-72.4% |
| Admin fee / account holder | $141 | $5,710-97.5% | $4,906-97.1% | $10,885-98.7% |