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 | $1,675,313 | $167,307+901.3% | $143,757+1065.4% | $134,475+1145.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 5.93% | 0.46%+5.5pp | -0.04%+6.0pp | 417.96%-412.0pp |
| Employer contribution / active EE | $41,500 | $5,619+638.5% | $4,951+738.2% | $4,740+775.6% |
| Participant deferral / active EE | $26,000 | $6,446+303.4% | $5,637+361.2% | $6,400+306.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |