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 | $961,550 | $165,335+481.6% | $149,696+542.3% | $158,922+505.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.84% | 348.15%-324.3pp | 276.60%-252.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $7,477 | $5,103+46.5% | $4,644+61.0% | $4,761+57.0% |
| Participant deferral / active EE | $15,219 | $7,181+111.9% | $6,842+122.4% | $5,982+154.4% |
| Admin fee / account holder | $67 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |