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 | $3,475,044 | $226,064+1437.2% | $182,532+1803.8% | $152,861+2173.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 30.62% | 192.51%-161.9pp | 148.54%-117.9pp | 345.32%-314.7pp |
| Employer contribution / active EE | $24,667 | $4,978+395.5% | $4,076+505.2% | $4,762+418.0% |
| Participant deferral / active EE | $16,667 | $6,368+161.7% | $5,524+201.7% | $5,850+184.9% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |