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 | $1,193,741 | $178,174+570.0% | $156,181+664.3% | $137,256+769.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.91% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $27,167 | $4,972+446.4% | $4,294+532.7% | $4,156+553.7% |
| Participant deferral / active EE | $27,250 | $6,888+295.6% | $6,132+344.4% | $6,407+325.3% |
| Admin fee / account holder | $28 | $17,404-99.8% | $14,586-99.8% | $12,270-99.8% |