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 | $1,148,835 | $198,466+478.9% | $170,442+574.0% | $147,584+678.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.19% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $38,818 | $6,184+527.8% | $5,433+614.5% | $4,876+696.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $67 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |