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 | $1,560,691 | $70,606+2110.4% | $53,898+2795.7% | $142,382+996.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.30% | 619.81%-597.5pp | 528.60%-506.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $23,500 | $1,202+1854.9% | $932+2421.3% | $4,299+446.6% |
| Participant deferral / active EE | $27,250 | $2,364+1052.7% | $1,826+1392.1% | $6,507+318.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |