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 | $3,272,797 | $183,519+1683.4% | $155,509+2004.6% | $145,922+2142.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 30.67% | 61.17%-30.5pp | 64.67%-34.0pp | 561.29%-530.6pp |
| Employer contribution / active EE | $2,500 | $5,313-52.9% | $4,672-46.5% | $4,660-46.3% |
| Participant deferral / active EE | $13,791 | $6,462+113.4% | $5,626+145.1% | $6,688+106.2% |
| Admin fee / account holder | $39 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |