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 | $1,282,977 | $169,032+659.0% | $129,207+893.0% | $145,922+779.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 11.60% | 14330.11%-14318.5pp | 9417.33%-9405.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $10,313 | $5,537+86.3% | $4,153+148.3% | $4,660+121.3% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,168+265.9% | $6,688+128.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |