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 | $1,016,389 | $201,259+405.0% | $184,200+451.8% | $145,959+596.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.37% | 28.98%-1.6pp | 28.80%-1.4pp | 561.95%-534.6pp |
| Employer contribution / active EE | $12,844 | $7,018+83.0% | $6,424+99.9% | $4,661+175.6% |
| Participant deferral / active EE | $17,184 | $9,806+75.2% | $9,132+88.2% | $6,689+156.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |