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 | $1,159,169 | $175,202+561.6% | $149,673+674.5% | $139,434+731.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 52.23% | 166.71%-114.5pp | 134.42%-82.2pp | 372.94%-320.7pp |
| Employer contribution / active EE | $34,828 | $5,474+536.2% | $4,818+622.9% | $4,751+633.1% |
| Participant deferral / active EE | $18,593 | $6,519+185.2% | $5,680+227.3% | $6,710+177.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |