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 | $3,287,642 | $190,805+1623.0% | $159,960+1955.3% | $134,475+2344.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.28% | 552.23%-554.5pp | 408.60%-410.9pp | 417.96%-420.2pp |
| Employer contribution / active EE | $38,108 | $4,995+662.9% | $4,226+801.8% | $4,740+704.0% |
| Participant deferral / active EE | $24,833 | $6,923+258.7% | $6,182+301.7% | $6,400+288.0% |
| Admin fee / account holder | $61 | $10,471-99.4% | $8,698-99.3% | $11,426-99.5% |