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 | $1,387,728 | $209,411+562.7% | $178,490+677.5% | $158,922+773.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 43.20% | 188.75%-145.6pp | 151.07%-107.9pp | 302.83%-259.6pp |
| Employer contribution / active EE | $15,311 | $5,706+168.3% | $5,011+205.6% | $4,761+221.6% |
| Participant deferral / active EE | $14,079 | $5,954+136.5% | $5,202+170.7% | $5,982+135.4% |
| Admin fee / account holder | $266 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |