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 | $922,902 | $165,335+458.2% | $149,696+516.5% | $158,922+480.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.21% | 348.15%-339.9pp | 276.60%-268.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $20,000 | $5,103+291.9% | $4,644+330.6% | $4,761+320.1% |
| Participant deferral / active EE | $23,483 | $7,181+227.0% | $6,842+243.2% | $5,982+292.6% |
| Admin fee / account holder | $14 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |