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 | $1,179,064 | $197,591+496.7% | $177,821+563.1% | $158,922+641.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 29.29% | 58.76%-29.5pp | 48.32%-19.0pp | 302.83%-273.5pp |
| Employer contribution / active EE | $17,808 | $6,697+165.9% | $5,918+200.9% | $4,761+274.0% |
| Participant deferral / active EE | $10,949 | $8,405+30.3% | $7,714+41.9% | $5,982+83.0% |
| Admin fee / account holder | $26 | $15,399-99.8% | $12,427-99.8% | $11,246-99.8% |