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 | $1,718,624 | $217,402+690.5% | $185,823+824.9% | $167,490+926.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.46% | 148.36%-129.9pp | 122.05%-103.6pp | 478.56%-460.1pp |
| Employer contribution / active EE | $31,535 | $5,873+436.9% | $5,167+510.3% | $4,837+551.9% |
| Participant deferral / active EE | $17,957 | $6,356+182.5% | $5,568+222.5% | $6,341+183.2% |
| Admin fee / account holder | $65 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |