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 | $3,237,871 | $133,958+2317.1% | $112,228+2785.1% | $134,475+2307.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 9.90% | 47.11%-37.2pp | 27.45%-17.5pp | 417.96%-408.1pp |
| Employer contribution / active EE | $21,825 | $4,038+440.5% | $3,635+500.5% | $4,740+360.5% |
| Participant deferral / active EE | $27,000 | $5,291+410.3% | $4,728+471.1% | $6,400+321.9% |
| Admin fee / account holder | $33 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |