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 | $1,511,644 | $85,790+1662.0% | $67,313+2145.7% | $135,375+1016.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 21.39% | -0.54%+21.9pp | -4.08%+25.5pp | 519.73%-498.3pp |
| Employer contribution / active EE | $936 | $3,487-73.2% | $2,566-63.5% | $4,779-80.4% |
| Participant deferral / active EE | $14,333 | $4,651+208.2% | $3,568+301.7% | $5,609+155.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |