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 | $1,433,859 | $148,534+865.3% | $135,903+955.1% | $139,434+928.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.39% | 79.19%-42.8pp | 68.23%-31.8pp | 372.94%-336.6pp |
| Employer contribution / active EE | $3,870 | $5,243-26.2% | $4,856-20.3% | $4,751-18.5% |
| Participant deferral / active EE | $44,000 | $8,100+443.2% | $7,758+467.2% | $6,710+555.7% |
| Admin fee / account holder | $64 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |