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 | $456,703 | $135,635+236.7% | $110,238+314.3% | $135,375+237.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.19% | 513.19%-510.0pp | 314.74%-311.6pp | 519.73%-516.5pp |
| Employer contribution / active EE | $11,036 | $4,906+124.9% | $3,826+188.4% | $4,779+130.9% |
| Participant deferral / active EE | $40,333 | $5,506+632.5% | $4,672+763.3% | $5,609+619.1% |
| Admin fee / account holder | $60 | $11,457-99.5% | $8,547-99.3% | $10,827-99.4% |