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 | $1,373,008 | $114,381+1100.4% | $107,525+1176.9% | $142,382+864.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.16% | 242.71%-228.5pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $28,079 | $4,015+599.4% | $3,754+648.1% | $4,299+553.1% |
| Participant deferral / active EE | $18,221 | $5,564+227.5% | $5,116+256.2% | $6,507+180.0% |
| Admin fee / account holder | $249 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |