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 | $1,100,640 | $176,377+524.0% | $134,143+720.5% | $158,922+592.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.53% | 63.63%-46.1pp | 36.33%-18.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $24,743 | $5,040+390.9% | $3,704+568.0% | $4,761+419.7% |
| Participant deferral / active EE | $25,500 | $4,091+523.3% | $3,499+628.8% | $5,982+326.3% |
| Admin fee / account holder | $150 | $8,718-98.3% | $6,684-97.8% | $11,246-98.7% |