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 | $675,743 | $165,335+308.7% | $149,696+351.4% | $158,922+325.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.36% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $34,807 | $5,103+582.1% | $4,644+649.5% | $4,761+631.1% |
| Participant deferral / active EE | $19,370 | $7,181+169.7% | $6,842+183.1% | $5,982+223.8% |
| Admin fee / account holder | $118 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |