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 | $592,646 | $183,519+222.9% | $155,509+281.1% | $145,922+306.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 26.82% | 61.17%-34.3pp | 64.67%-37.8pp | 561.29%-534.5pp |
| Employer contribution / active EE | $14,026 | $5,313+164.0% | $4,672+200.2% | $4,660+201.0% |
| Participant deferral / active EE | $15,286 | $6,462+136.5% | $5,626+171.7% | $6,688+128.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |