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 | $1,933,351 | $77,899+2381.9% | $149,673+1191.7% | $75,163+2472.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 27.77% | 31.72%-3.9pp | 134.42%-106.6pp | 160.62%-132.8pp |
| Employer contribution / active EE | $37,252 | $3,137+1087.4% | $4,818+673.2% | $2,670+1295.3% |
| Participant deferral / active EE | $22,538 | $3,411+560.8% | $5,680+296.8% | $4,125+446.4% |
| Admin fee / account holder | $227 | $5,956-96.2% | $13,210-98.3% | $5,651-96.0% |