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 | $3,154,779 | $209,411+1406.5% | $178,490+1667.5% | $158,922+1885.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.36% | 188.75%-180.4pp | 151.07%-142.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $23,458 | $5,706+311.1% | $5,011+368.2% | $4,761+392.7% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $49 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |