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 | $1,229,168 | $183,592+569.5% | $155,567+690.1% | $145,959+742.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 36.22% | 61.24%-25.0pp | 64.74%-28.5pp | 561.95%-525.7pp |
| Employer contribution / active EE | $9,192 | $5,315+73.0% | $4,674+96.7% | $4,661+97.2% |
| Participant deferral / active EE | $10,982 | $6,464+69.9% | $5,628+95.1% | $6,689+64.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |