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 | $1,308,120 | $175,202+646.6% | $149,673+774.0% | $139,434+838.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 10.84% | 166.71%-155.9pp | 134.42%-123.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,411 | $5,474-56.0% | $4,818-50.0% | $4,751-49.3% |
| Participant deferral / active EE | $11,900 | $6,519+82.6% | $5,680+109.5% | $6,710+77.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |