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 | $1,173,881 | $177,572+561.1% | $154,803+658.3% | $142,382+724.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.95% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $33,444 | $4,810+595.2% | $4,305+676.8% | $4,299+677.9% |
| Participant deferral / active EE | $29,807 | $6,272+375.3% | $5,540+438.0% | $6,507+358.1% |
| Admin fee / account holder | $64 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |