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 | $3,104,538 | $209,411+1382.5% | $178,490+1639.3% | $158,922+1853.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 363.11% | 188.75%+174.4pp | 151.07%+212.0pp | 302.83%+60.3pp |
| Employer contribution / active EE | $20,209 | $5,706+254.1% | $5,011+303.3% | $4,761+324.5% |
| Participant deferral / active EE | $17,875 | $5,954+200.2% | $5,202+243.6% | $5,982+198.8% |
| Admin fee / account holder | $171 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |