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 | $1,631,267 | $102,966+1484.3% | $90,281+1706.9% | $152,861+967.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.19% | 95.16%-69.0pp | 78.10%-51.9pp | 345.32%-319.1pp |
| Employer contribution / active EE | $20,115 | $3,139+540.9% | $2,854+604.7% | $4,762+322.4% |
| Participant deferral / active EE | $16,453 | $4,281+284.3% | $3,885+323.5% | $5,850+181.2% |
| Admin fee / account holder | -$3,134 | $6,171-150.8% | $5,351-158.6% | $11,596-127.0% |