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 | $1,513,427 | $177,572+752.3% | $154,803+877.6% | $142,382+962.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.90% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $14,332 | $4,810+197.9% | $4,305+232.9% | $4,299+233.4% |
| Participant deferral / active EE | $15,500 | $6,272+147.1% | $5,540+179.8% | $6,507+138.2% |
| Admin fee / account holder | $46 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |