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 | $1,038,035 | $159,602+550.4% | $150,045+591.8% | $142,382+629.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.79% | 70.24%-50.4pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $14,954 | $4,961+201.5% | $4,693+218.6% | $4,299+247.8% |
| Participant deferral / active EE | $10,996 | $8,310+32.3% | $7,997+37.5% | $6,507+69.0% |
| Admin fee / account holder | $204 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |