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 | $2,315,889 | $138,044+1577.6% | $125,339+1747.7% | $134,475+1622.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 518.33% | 750.33%-232.0pp | 572.05%-53.7pp | 417.96%+100.4pp |
| Employer contribution / active EE | $27,000 | $5,243+414.9% | $4,814+460.9% | $4,740+469.7% |
| Participant deferral / active EE | $24,000 | $7,799+207.7% | $7,446+222.3% | $6,400+275.0% |
| Admin fee / account holder | $7 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |