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 | $3,182,314 | $201,272+1481.1% | $184,203+1627.6% | $145,922+2080.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 56.67% | 29.00%+27.7pp | 28.81%+27.9pp | 561.29%-504.6pp |
| Employer contribution / active EE | $5,200 | $7,022-25.9% | $6,427-19.1% | $4,660+11.6% |
| Participant deferral / active EE | $19,000 | $9,806+93.8% | $9,131+108.1% | $6,688+184.1% |
| Admin fee / account holder | $8 | $16,364-100.0% | $13,901-99.9% | $13,397-99.9% |