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 | $411,778 | $159,901+157.5% | $146,958+180.2% | $145,922+182.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.41% | 98.13%-70.7pp | 418.34%-390.9pp | 561.29%-533.9pp |
| Employer contribution / active EE | $15,269 | $5,286+188.8% | $4,933+209.5% | $4,660+227.7% |
| Participant deferral / active EE | $15,073 | $8,428+78.8% | $8,070+86.8% | $6,688+125.4% |
| Admin fee / account holder | $290 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |