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 | $381,071 | $144,119+164.4% | $117,854+223.3% | $147,584+158.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.50% | 531.15%-513.7pp | 335.08%-317.6pp | 578.55%-561.1pp |
| Employer contribution / active EE | $22,633 | $4,896+362.2% | $3,786+497.8% | $4,876+364.1% |
| Participant deferral / active EE | $1,843 | $5,316-65.3% | $4,482-58.9% | $5,439-66.1% |
| Admin fee / account holder | $29 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |