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 | $1,745,096 | $138,065+1164.0% | $123,544+1312.5% | $135,375+1189.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.12% | 153.68%-150.6pp | 119.20%-116.1pp | 519.73%-516.6pp |
| Employer contribution / active EE | $17,400 | $5,151+237.8% | $4,628+276.0% | $4,779+264.1% |
| Participant deferral / active EE | $16,333 | $6,799+140.2% | $6,426+154.2% | $5,609+191.2% |
| Admin fee / account holder | $36 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |