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 | $2,728,615 | $362,131+653.5% | $285,549+855.6% | $357,791+662.6% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 14.69% | 5.08%+9.6pp | 7.15%+7.5pp | 396.79%-382.1pp |
| Employer contribution / active EE | $55,997 | $5,952+840.8% | $5,022+1015.0% | $7,508+645.9% |
| Participant deferral / active EE | $0 | $5,478-100.0% | $4,549-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $16,774-100.0% | $13,934-100.0% | $28,387-100.0% |