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 | $635,282 | $171,164+271.2% | $127,761+397.2% | $152,861+315.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 22.03% | 23.54%-1.5pp | 26.14%-4.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $12,023 | $5,447+120.7% | $4,574+162.9% | $4,762+152.5% |
| Participant deferral / active EE | $11,398 | $7,038+61.9% | $6,021+89.3% | $5,850+94.8% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |