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 | $460,430 | $171,164+169.0% | $127,761+260.4% | $152,861+201.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 21.25% | 23.54%-2.3pp | 26.14%-4.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $23,101 | $5,447+324.1% | $4,574+405.1% | $4,762+385.1% |
| Participant deferral / active EE | $17,020 | $7,038+141.8% | $6,021+182.7% | $5,850+190.9% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |