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 | $1,971,017 | $154,228+1178.0% | $145,433+1255.3% | $137,256+1336.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.83% | 74.59%-56.8pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,150 | $8,216+133.1% | $7,897+142.5% | $6,407+198.9% |
| Admin fee / account holder | $144 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |