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 7-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 | $1,689,074 | $109,982+1435.8% | $97,226+1637.3% | $145,922+1057.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 23.87% | 242.90%-219.0pp | 75.13%-51.3pp | 561.29%-537.4pp |
| Employer contribution / active EE | $1,200 | $3,084-61.1% | $2,729-56.0% | $4,660-74.2% |
| Participant deferral / active EE | $15,250 | $4,676+226.1% | $4,264+257.7% | $6,688+128.0% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |