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 | $3,182,389 | $183,519+1634.1% | $155,509+1946.4% | $145,922+2080.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.21% | 61.17%-38.0pp | 64.67%-41.5pp | 561.29%-538.1pp |
| Employer contribution / active EE | $34,500 | $5,313+549.4% | $4,672+638.4% | $4,660+640.4% |
| Participant deferral / active EE | $7,178 | $6,462+11.1% | $5,626+27.6% | $6,688+7.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |