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 | $1,844,640 | $884,045+108.7% | $453,369+306.9% | $167,490+1001.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 15.38% | 29.49%-14.1pp | 64.40%-49.0pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,650 | $5,538-52.1% | $4,070-34.9% | $4,837-45.2% |
| Participant deferral / active EE | $39,875 | $7,898+404.8% | $6,209+542.2% | $6,341+528.8% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |