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 7-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 | $2,174,457 | $183,519+1084.9% | $155,509+1298.3% | $145,922+1390.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.49% | 61.17%-36.7pp | 64.67%-40.2pp | 561.29%-536.8pp |
| Employer contribution / active EE | $11,800 | $5,313+122.1% | $4,672+152.5% | $4,660+153.2% |
| Participant deferral / active EE | $12,200 | $6,462+88.8% | $5,626+116.8% | $6,688+82.4% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |