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 | $261,530 | $84,149+210.8% | $76,080+243.8% | $167,490+56.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 14.92% | 54.99%-40.1pp | 42.50%-27.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $9,087 | $4,618+96.8% | $3,962+129.4% | $4,837+87.8% |
| Participant deferral / active EE | $3,735 | $5,796-35.6% | $4,905-23.8% | $6,341-41.1% |
| Admin fee / account holder | $16 | $6,410-99.8% | $4,883-99.7% | $12,309-99.9% |