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 | $290,949 | $152,587+90.7% | $125,175+132.4% | $152,861+90.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.54% | 54.84%-29.3pp | 43.79%-18.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $6,750 | $4,946+36.5% | $3,865+74.6% | $4,762+41.7% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $35 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |