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 | $1,286,362 | $95,971+1240.4% | $74,550+1625.5% | $135,375+850.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 9.09% | 56.96%-47.9pp | 32.53%-23.4pp | 519.73%-510.6pp |
| Employer contribution / active EE | $31,796 | $2,716+1070.6% | $1,961+1521.5% | $4,779+565.4% |
| Participant deferral / active EE | $24,500 | $3,843+537.5% | $3,108+688.3% | $5,609+336.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |