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 | $1,081,847 | $177,572+509.2% | $154,803+598.9% | $142,382+659.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.47% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $15,628 | $4,810+224.9% | $4,305+263.0% | $4,299+263.5% |
| Participant deferral / active EE | $14,180 | $6,272+126.1% | $5,540+155.9% | $6,507+117.9% |
| Admin fee / account holder | -$221 | $16,786-101.3% | $14,329-101.5% | $12,624-101.8% |