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 | $1,213,029 | $159,901+658.6% | $146,958+725.4% | $145,922+731.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.46% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,891 | $5,286-26.4% | $4,933-21.1% | $4,660-16.5% |
| Participant deferral / active EE | $16,270 | $8,428+93.0% | $8,070+101.6% | $6,688+143.3% |
| Admin fee / account holder | $22 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |