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 | $1,006,609 | $201,259+400.2% | $184,200+446.5% | $145,959+589.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.01% | 28.98%-12.0pp | 28.80%-11.8pp | 561.95%-544.9pp |
| Employer contribution / active EE | $25,941 | $7,018+269.6% | $6,424+303.8% | $4,661+456.6% |
| Participant deferral / active EE | $17,657 | $9,806+80.1% | $9,132+93.4% | $6,689+164.0% |
| Admin fee / account holder | $14 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |