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 | $1,126,195 | $202,318+456.6% | $172,739+552.0% | $152,861+636.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.98% | 1029.65%-999.7pp | 802.84%-772.9pp | 345.32%-315.3pp |
| Employer contribution / active EE | $31,771 | $5,856+442.5% | $5,143+517.8% | $4,762+567.1% |
| Participant deferral / active EE | $17,347 | $5,948+191.6% | $5,198+233.8% | $5,850+196.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |