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 | $1,143,748 | $183,519+523.2% | $155,509+635.5% | $145,922+683.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.36% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $17,967 | $5,313+238.2% | $4,672+284.5% | $4,660+285.6% |
| Participant deferral / active EE | $8,642 | $6,462+33.7% | $5,626+53.6% | $6,688+29.2% |
| Admin fee / account holder | $114 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |