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 | $1,809,523 | $173,345+943.9% | $136,007+1230.5% | $145,922+1140.1% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.63% | 1163.32%-1145.7pp | 579.32%-561.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,740 | $5,278-67.0% | $4,217-58.7% | $4,660-62.7% |
| Participant deferral / active EE | $20,333 | $8,699+133.7% | $7,025+189.5% | $6,688+204.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |