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 | $970,344 | $70,756+1271.4% | $65,493+1381.6% | $142,382+581.5% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 14.15% | 1754.89%-1740.7pp | 982.45%-968.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,450 | $4,637+125.3% | $3,961+163.8% | $6,507+60.6% |
| Admin fee / account holder | $60 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |