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 | $1,846,201 | $140,588+1213.2% | $123,104+1399.7% | $125,391+1372.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 8.30% | 16.80%-8.5pp | 13.22%-4.9pp | 282.22%-273.9pp |
| Employer contribution / active EE | $53,000 | $6,041+777.3% | $5,151+928.9% | $4,866+989.2% |
| Participant deferral / active EE | $3,000 | $6,980-57.0% | $6,230-51.8% | $5,352-43.9% |
| Admin fee / account holder | $125 | $11,198-98.9% | $9,015-98.6% | $9,540-98.7% |