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 | $1,234,876 | $168,632+632.3% | $147,614+736.6% | $125,391+884.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.91% | 77.65%-71.7pp | 61.98%-56.1pp | 282.22%-276.3pp |
| Employer contribution / active EE | $8,811 | $6,252+40.9% | $5,564+58.3% | $4,866+81.1% |
| Participant deferral / active EE | $5,243 | $5,507-4.8% | $4,895+7.1% | $5,352-2.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |