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 | $201,272+400.1% | $184,203+446.5% | $145,922+589.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.01% | 29.00%-12.0pp | 28.81%-11.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $25,941 | $7,022+269.4% | $6,427+303.6% | $4,660+456.7% |
| Participant deferral / active EE | $17,657 | $9,806+80.1% | $9,131+93.4% | $6,688+164.0% |
| Admin fee / account holder | $14 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |