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 | $1,398,779 | $92,703+1408.9% | $82,719+1591.0% | $134,475+940.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.50% | 944.92%-943.4pp | 701.18%-699.7pp | 417.96%-416.5pp |
| Employer contribution / active EE | $38,456 | $3,274+1074.6% | $3,009+1178.0% | $4,740+711.4% |
| Participant deferral / active EE | $20,344 | $4,802+323.7% | $4,395+362.9% | $6,400+217.9% |
| Admin fee / account holder | $13 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |