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 | $1,452,823 | $190,805+661.4% | $159,960+808.2% | $134,475+980.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 26.81% | 552.23%-525.4pp | 408.60%-381.8pp | 417.96%-391.2pp |
| Employer contribution / active EE | $40,500 | $4,995+710.8% | $4,226+858.4% | $4,740+754.5% |
| Participant deferral / active EE | $20,500 | $6,923+196.1% | $6,182+231.6% | $6,400+220.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |