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 | $1,928,774 | $113,339+1601.8% | $94,993+1930.4% | $147,584+1206.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 36.03% | 20.77%+15.3pp | 27.12%+8.9pp | 578.55%-542.5pp |
| Employer contribution / active EE | $53,485 | $3,160+1592.3% | $2,603+1954.4% | $4,876+996.8% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4 | $6,063-99.9% | $4,960-99.9% | $10,885-100.0% |