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 | $373,178 | $100,852+270.0% | $90,404+312.8% | $158,922+134.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.92% | 1724.20%-1712.3pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $17,584 | $3,689+376.7% | $3,262+439.1% | $4,761+269.3% |
| Participant deferral / active EE | $17,584 | $4,348+304.4% | $3,963+343.7% | $5,982+193.9% |
| Admin fee / account holder | $70 | $6,501-98.9% | $5,611-98.8% | $11,246-99.4% |