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 | $1,812,657 | $154,228+1075.3% | $145,433+1146.4% | $137,256+1220.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 91.45% | 74.59%+16.9pp | 66.58%+24.9pp | 220.34%-128.9pp |
| Employer contribution / active EE | $46,500 | $4,804+867.9% | $4,554+921.0% | $4,156+1018.9% |
| Participant deferral / active EE | $3,318 | $8,216-59.6% | $7,897-58.0% | $6,407-48.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |