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 | $2,015,779 | $185,822+984.8% | $169,993+1085.8% | $139,434+1345.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 41.83% | 60.50%-18.7pp | 53.37%-11.5pp | 372.94%-331.1pp |
| Employer contribution / active EE | $4,863 | $7,590-35.9% | $6,785-28.3% | $4,751+2.4% |
| Participant deferral / active EE | $16,367 | $11,622+40.8% | $10,408+57.3% | $6,710+143.9% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |