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 7-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 | $2,138,629 | $217,402+883.7% | $185,823+1050.9% | $167,490+1176.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.70% | 148.36%-138.7pp | 122.05%-112.3pp | 478.56%-468.9pp |
| Employer contribution / active EE | $21,000 | $5,873+257.6% | $5,167+306.4% | $4,837+334.1% |
| Participant deferral / active EE | $22,750 | $6,356+257.9% | $5,568+308.6% | $6,341+258.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |