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 | $1,859,512 | $118,849+1464.6% | $96,562+1825.7% | $167,490+1010.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 24.21% | 50.49%-26.3pp | 37.78%-13.6pp | 478.56%-454.3pp |
| Employer contribution / active EE | $34,425 | $3,120+1003.5% | $2,356+1360.9% | $4,837+611.6% |
| Participant deferral / active EE | $26,000 | $4,616+463.3% | $3,849+575.5% | $6,341+310.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |