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 | $1,689,297 | $144,119+1072.2% | $117,854+1333.4% | $147,584+1044.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.14% | 531.15%-509.0pp | 335.08%-312.9pp | 578.55%-556.4pp |
| Employer contribution / active EE | $25,594 | $4,896+422.7% | $3,786+576.0% | $4,876+424.9% |
| Participant deferral / active EE | $16,000 | $5,316+201.0% | $4,482+257.0% | $5,439+194.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |