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 | $1,065,759 | $165,335+544.6% | $149,696+611.9% | $158,922+570.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.51% | 348.15%-332.6pp | 276.60%-261.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $25,643 | $5,103+402.5% | $4,644+452.1% | $4,761+438.6% |
| Participant deferral / active EE | $20,832 | $7,181+190.1% | $6,842+204.5% | $5,982+248.2% |
| Admin fee / account holder | $45 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |