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 | $397,655 | $88,751+348.1% | $81,812+386.1% | $145,922+172.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.66% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $10,728 | $3,083+247.9% | $2,912+268.4% | $4,660+130.2% |
| Participant deferral / active EE | $14,059 | $4,643+202.8% | $4,319+225.5% | $6,688+110.2% |
| Admin fee / account holder | $45 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |