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 | $1,152,118 | $85,022+1255.1% | $70,515+1533.9% | $139,434+726.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.32% | 30.38%-15.1pp | 32.77%-17.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $24,235 | $3,909+520.0% | $2,973+715.0% | $4,751+410.1% |
| Participant deferral / active EE | $19,800 | $5,890+236.1% | $4,567+333.6% | $6,710+195.1% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |