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 | $1,259,094 | $165,335+661.5% | $149,696+741.1% | $158,922+692.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.08% | 348.15%-337.1pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $16,590 | $5,103+225.1% | $4,644+257.2% | $4,761+248.4% |
| Participant deferral / active EE | $13,528 | $7,181+88.4% | $6,842+97.7% | $5,982+126.1% |
| Admin fee / account holder | $212 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |