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 | $1,032,638 | $214,378+381.7% | $200,582+414.8% | $142,382+625.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.32% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $28,376 | $6,841+314.8% | $6,419+342.1% | $4,299+560.0% |
| Participant deferral / active EE | $18,196 | $9,865+84.5% | $9,331+95.0% | $6,507+179.6% |
| Admin fee / account holder | $213 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |