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 | $2,395,251 | $226,064+959.5% | $182,532+1212.2% | $152,861+1466.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.54% | 192.51%-178.0pp | 148.54%-134.0pp | 345.32%-330.8pp |
| Employer contribution / active EE | $37,000 | $4,978+643.2% | $4,076+807.7% | $4,762+676.9% |
| Participant deferral / active EE | $23,000 | $6,368+261.2% | $5,524+316.3% | $5,850+293.2% |
| Admin fee / account holder | $89 | $10,703-99.2% | $8,592-99.0% | $11,596-99.2% |