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 | $1,096,070 | $169,032+548.4% | $129,207+748.3% | $145,922+651.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 32.11% | 14330.11%-14298.0pp | 9417.33%-9385.2pp | 561.29%-529.2pp |
| Employer contribution / active EE | $55,509 | $5,537+902.6% | $4,153+1236.5% | $4,660+1091.3% |
| Participant deferral / active EE | $30,500 | $4,987+511.5% | $4,168+631.8% | $6,688+356.1% |
| Admin fee / account holder | $79 | $9,954-99.2% | $7,715-99.0% | $13,397-99.4% |