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 | $1,885,938 | $183,592+927.2% | $155,567+1112.3% | $145,959+1192.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.18% | 61.24%-39.1pp | 64.74%-42.6pp | 561.95%-539.8pp |
| Employer contribution / active EE | $9,909 | $5,315+86.4% | $4,674+112.0% | $4,661+112.6% |
| Participant deferral / active EE | $10,167 | $6,464+57.3% | $5,628+80.7% | $6,689+52.0% |
| Admin fee / account holder | $52 | $19,318-99.7% | $15,916-99.7% | $13,398-99.6% |