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 4-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 | $2,399,839 | $202,432+1085.5% | $169,368+1316.9% | $139,434+1621.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.67% | 531.74%-510.1pp | 405.60%-383.9pp | 372.94%-351.3pp |
| Employer contribution / active EE | $26,373 | $4,692+462.0% | $4,013+557.2% | $4,751+455.1% |
| Participant deferral / active EE | $21,500 | $6,938+209.9% | $6,221+245.6% | $6,710+220.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |