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 | $2,272,972 | $133,922+1597.2% | $116,228+1855.6% | $142,382+1496.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.98% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $14,000 | $3,446+306.3% | $2,994+367.5% | $4,299+225.6% |
| Participant deferral / active EE | $31,750 | $5,672+459.8% | $4,953+541.0% | $6,507+387.9% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |