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 | $1,189,241 | $162,781+630.6% | $133,956+787.8% | $158,922+648.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.38% | 41.94%-23.6pp | 45.09%-26.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $50,500 | $4,975+915.0% | $3,919+1188.7% | $4,761+960.7% |
| Participant deferral / active EE | $8,500 | $5,911+43.8% | $5,048+68.4% | $5,982+42.1% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |