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 | $375,573 | $755,339-50.3% | $379,746-1.1% | $158,922+136.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 14.19% | 53.41%-39.2pp | 34.90%-20.7pp | 302.83%-288.6pp |
| Employer contribution / active EE | $4,744 | $4,685+1.2% | $3,540+34.0% | $4,761-0.4% |
| Participant deferral / active EE | $12,646 | $7,938+59.3% | $6,024+109.9% | $5,982+111.4% |
| Admin fee / account holder | $10 | $14,482-99.9% | $7,927-99.9% | $11,246-99.9% |