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 | $1,795,447 | $202,432+786.9% | $169,368+960.1% | $139,434+1187.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.15% | 531.74%-512.6pp | 405.60%-386.4pp | 372.94%-353.8pp |
| Employer contribution / active EE | $31,106 | $4,692+562.9% | $4,013+675.2% | $4,751+554.7% |
| Participant deferral / active EE | $20,000 | $6,938+188.3% | $6,221+221.5% | $6,710+198.1% |
| Admin fee / account holder | $21 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |