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 | $1,634,515 | $157,256+939.4% | $141,162+1057.9% | $152,861+969.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.79% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $36,000 | $5,261+584.3% | $4,735+660.3% | $4,762+655.9% |
| Participant deferral / active EE | $24,000 | $7,109+237.6% | $6,709+257.7% | $5,850+310.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |