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 | $483,817 | $162,781+197.2% | $133,956+261.2% | $158,922+204.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.58% | 41.94%-22.4pp | 45.09%-25.5pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,583 | $4,975-48.1% | $3,919-34.1% | $4,761-45.8% |
| Participant deferral / active EE | $2,110 | $5,911-64.3% | $5,048-58.2% | $5,982-64.7% |
| Admin fee / account holder | $17 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |