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 | $1,408,366 | $74,888+1780.6% | $71,209+1877.8% | $142,382+889.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.32% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $30,430 | $2,854+966.1% | $2,721+1018.4% | $4,299+607.8% |
| Participant deferral / active EE | $18,041 | $4,454+305.0% | $4,175+332.1% | $6,507+177.3% |
| Admin fee / account holder | $73 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |