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 | $375,661+277.3% | $312,151+354.1% | $382,429+270.7% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 17.59% | 0.11%+17.5pp | 1.82%+15.8pp | 248.85%-231.3pp |
| Employer contribution / active EE | $17,800 | $9,697+83.6% | $8,031+121.6% | $8,036+121.5% |
| Participant deferral / active EE | $22,533 | $5,737+292.8% | $5,370+319.6% | $5,727+293.4% |
| Admin fee / account holder | $0 | $64,308-100.0% | $51,799-100.0% | $30,732-100.0% |