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 | $2,500,226 | $74,888+3238.6% | $71,209+3411.1% | $142,382+1656.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.36% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $33,250 | $2,854+1064.9% | $2,721+1122.0% | $4,299+673.4% |
| Participant deferral / active EE | $27,250 | $4,454+511.8% | $4,175+552.7% | $6,507+318.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |