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 | $2,068,575 | $159,934+1193.4% | $147,005+1307.1% | $145,959+1317.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.72% | 98.24%-71.5pp | 418.76%-392.0pp | 561.95%-535.2pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $58,000 | $8,427+588.2% | $8,070+618.7% | $6,689+767.2% |
| Admin fee / account holder | $19 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |