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 | $111,535+1131.0% | $105,223+1204.8% | $137,256+900.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.16% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $28,079 | $3,939+612.8% | $3,689+661.3% | $4,156+575.6% |
| Participant deferral / active EE | $18,221 | $5,500+231.3% | $5,072+259.3% | $6,407+184.4% |
| Admin fee / account holder | $249 | $9,721-97.4% | $8,859-97.2% | $12,270-98.0% |