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 | $1,319,394 | $99,020+1232.5% | $86,590+1423.7% | $147,584+794.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.59% | 1312.34%-1291.7pp | 964.84%-944.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $28,914 | $3,132+823.2% | $2,839+918.3% | $4,876+492.9% |
| Participant deferral / active EE | $21,223 | $3,972+434.3% | $3,609+488.1% | $5,439+290.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |