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 | $3,300,032 | $227,553+1350.2% | $189,557+1640.9% | $167,490+1870.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.40% | 78.40%-55.0pp | 64.17%-40.8pp | 478.56%-455.2pp |
| Employer contribution / active EE | $12,833 | $5,316+141.4% | $4,412+190.8% | $4,837+165.3% |
| Participant deferral / active EE | $23,833 | $7,002+240.4% | $6,174+286.0% | $6,341+275.8% |
| Admin fee / account holder | $36 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |