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 | $2,240,344 | $214,378+945.0% | $200,582+1016.9% | $142,382+1473.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.48% | 46.41%-31.9pp | 42.33%-27.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $34,437 | $6,841+403.4% | $6,419+436.5% | $4,299+701.0% |
| Participant deferral / active EE | $10,750 | $9,865+9.0% | $9,331+15.2% | $6,507+65.2% |
| Admin fee / account holder | $150 | $17,692-99.2% | $16,305-99.1% | $12,624-98.8% |