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 | $1,258,900 | $175,202+618.5% | $149,673+741.1% | $139,434+802.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.80% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $43,118 | $5,474+687.7% | $4,818+795.0% | $4,751+807.6% |
| Participant deferral / active EE | $27,773 | $6,519+326.1% | $5,680+389.0% | $6,710+313.9% |
| Admin fee / account holder | $27 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |