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 | $1,042,721 | $97,044+974.5% | $83,333+1151.3% | $135,375+670.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 6.18% | 12.31%-6.1pp | 10.63%-4.5pp | 519.73%-513.6pp |
| Employer contribution / active EE | $13,160 | $4,143+217.6% | $3,379+289.5% | $4,779+175.4% |
| Participant deferral / active EE | $7,500 | $5,964+25.7% | $5,565+34.8% | $5,609+33.7% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |