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 | $6,317,248 | $227,553+2676.2% | $189,557+3232.6% | $167,490+3671.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 30.04% | 78.40%-48.4pp | 64.17%-34.1pp | 478.56%-448.5pp |
| Employer contribution / active EE | $25,667 | $5,316+382.8% | $4,412+481.7% | $4,837+430.6% |
| Participant deferral / active EE | $17,333 | $7,002+147.5% | $6,174+180.8% | $6,341+173.3% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |