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 | $1,306,124 | $179,726+626.7% | $156,263+735.9% | $142,382+817.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 117.86% | 77.86%+40.0pp | 59.47%+58.4pp | 217.08%-99.2pp |
| Employer contribution / active EE | $5,156 | $5,069+1.7% | $4,333+19.0% | $4,299+19.9% |
| Participant deferral / active EE | $15,659 | $6,956+125.1% | $6,158+154.3% | $6,507+140.6% |
| Admin fee / account holder | $5 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |