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 | $1,841,461 | $180,749+918.8% | $160,784+1045.3% | $137,256+1241.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.00% | 2234.46%-2216.5pp | 1803.92%-1785.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $27,250 | $4,155+555.8% | $3,733+630.0% | $4,156+555.7% |
| Participant deferral / active EE | $27,250 | $6,844+298.1% | $6,293+333.0% | $6,407+325.3% |
| Admin fee / account holder | $60 | $10,397-99.4% | $9,717-99.4% | $12,270-99.5% |