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 | $1,670,365 | $106,584+1467.2% | $101,326+1548.5% | $142,382+1073.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 21.84% | 36.93%-15.1pp | 36.82%-15.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $6,456 | $3,956+63.2% | $3,665+76.1% | $4,299+50.2% |
| Participant deferral / active EE | $15,440 | $8,297+86.1% | $7,994+93.1% | $6,507+137.3% |
| Admin fee / account holder | $38 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |