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 | $1,697,391 | $102,966+1548.5% | $90,281+1780.1% | $152,861+1010.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 29.78% | 95.16%-65.4pp | 78.10%-48.3pp | 345.32%-315.5pp |
| Employer contribution / active EE | $30,086 | $3,139+858.6% | $2,854+954.0% | $4,762+531.8% |
| Participant deferral / active EE | $21,223 | $4,281+395.7% | $3,885+446.2% | $5,850+262.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |