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 | $322,275 | $63,346+408.8% | $92,233+249.4% | $70,131+359.5% |
| Participation rate | 90.9% | 68.7%+22.2pp | 76.5%+14.4pp | 69.5%+21.4pp |
| Annual return | 14.37% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $11,448 | $2,471+363.3% | $3,679+211.1% | $2,342+388.7% |
| Participant deferral / active EE | $11,363 | $2,854+298.2% | $3,897+191.6% | $3,332+241.1% |
| Admin fee / account holder | $55 | $3,840-98.6% | $5,194-98.9% | $4,645-98.8% |