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 | $2,295,102 | $172,478+1230.7% | $145,661+1475.6% | $142,382+1511.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 19.32% | 151.09%-131.8pp | 101.46%-82.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $10,596 | $4,899+116.3% | $4,238+150.0% | $4,299+146.5% |
| Participant deferral / active EE | $30,997 | $8,348+271.3% | $7,198+330.6% | $6,507+376.3% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |