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 | $264,017 | $104,664+152.3% | $85,682+208.1% | $167,490+57.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.76% | 21.45%-11.7pp | 21.49%-11.7pp | 478.56%-468.8pp |
| Employer contribution / active EE | $29,926 | $3,337+796.8% | $2,618+1042.9% | $4,837+518.6% |
| Participant deferral / active EE | $15,216 | $4,824+215.4% | $3,923+287.9% | $6,341+139.9% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |