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 | $1,085,881 | $181,894+497.0% | $156,549+593.6% | $273,961+296.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.52% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $35,000 | $6,248+460.2% | $5,501+536.2% | $4,869+618.9% |
| Participant deferral / active EE | $21,750 | $5,550+291.9% | $4,871+346.5% | $5,287+311.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |