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 | $1,378,812 | $198,466+594.7% | $170,442+709.0% | $147,584+834.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.61% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $24,752 | $6,184+300.3% | $5,433+355.6% | $4,876+407.6% |
| Participant deferral / active EE | $2,553 | $5,629-54.7% | $4,939-48.3% | $5,439-53.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |