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 | $1,837,988 | $180,449+918.6% | $154,107+1092.7% | $135,375+1257.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.39% | 888.09%-887.7pp | 735.12%-734.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $54,094 | $6,035+796.3% | $5,298+921.1% | $4,779+1032.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $250 | $16,143-98.5% | $13,411-98.1% | $10,827-97.7% |