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 | $1,480,254 | $183,963+704.6% | $162,163+812.8% | $152,861+868.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.02% | 150.76%-135.7pp | 115.59%-100.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $10,107 | $6,371+58.6% | $5,614+80.0% | $4,762+112.2% |
| Participant deferral / active EE | $20,625 | $8,034+156.7% | $7,298+182.6% | $5,850+252.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |