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 | $1,417,506 | $369,484+283.6% | $303,047+367.8% | $357,791+296.2% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 17.59% | 0.42%+17.2pp | 2.47%+15.1pp | 396.79%-379.2pp |
| Employer contribution / active EE | $17,800 | $9,025+97.2% | $7,418+140.0% | $7,508+137.1% |
| Participant deferral / active EE | $22,533 | $5,439+314.3% | $5,070+344.5% | $5,521+308.2% |
| Admin fee / account holder | $0 | $49,137-100.0% | $39,333-100.0% | $28,387-100.0% |