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 | $420,276 | $157,256+167.3% | $141,162+197.7% | $152,861+174.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.31% | 64.32%-47.0pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $18,762 | $5,261+256.6% | $4,735+296.2% | $4,762+294.0% |
| Participant deferral / active EE | $6,672 | $7,109-6.2% | $6,709-0.6% | $5,850+14.0% |
| Admin fee / account holder | $10 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |