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 | $1,421,045 | $180,449+687.5% | $154,107+822.1% | $135,375+949.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.15% | 888.09%-889.2pp | 735.12%-736.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $5,750 | $6,035-4.7% | $5,298+8.5% | $4,779+20.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $171 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |