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 | $1,053,376 | $154,228+583.0% | $145,433+624.3% | $137,256+667.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.59% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $5,950 | $4,804+23.9% | $4,554+30.6% | $4,156+43.2% |
| Participant deferral / active EE | $20,591 | $8,216+150.6% | $7,897+160.7% | $6,407+221.4% |
| Admin fee / account holder | $285 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |