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 | $1,207,134 | $74,888+1511.9% | $71,209+1595.2% | $142,382+747.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.00% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $7,896 | $2,854+176.6% | $2,721+190.2% | $4,299+83.7% |
| Participant deferral / active EE | $16,787 | $4,454+276.9% | $4,175+302.1% | $6,507+158.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |