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 | $1,120,520 | $104,664+970.6% | $85,682+1207.8% | $167,490+569.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 24.44% | 21.45%+3.0pp | 21.49%+2.9pp | 478.56%-454.1pp |
| Employer contribution / active EE | $21,235 | $3,337+536.3% | $2,618+711.0% | $4,837+339.0% |
| Participant deferral / active EE | $17,350 | $4,824+259.6% | $3,923+342.3% | $6,341+173.6% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |