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 | $346,051 | $150,440+130.0% | $136,294+153.9% | $147,584+134.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.61% | 1049.08%-1026.5pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,766 | $5,256-47.4% | $4,695-41.1% | $4,876-43.3% |
| Participant deferral / active EE | $8,716 | $6,630+31.5% | $6,247+39.5% | $5,439+60.3% |
| Admin fee / account holder | $149 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |