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 | $1,411,928 | $175,202+705.9% | $149,673+843.3% | $139,434+912.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.37% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $15,628 | $5,474+185.5% | $4,818+224.4% | $4,751+229.0% |
| Participant deferral / active EE | $14,733 | $6,519+126.0% | $5,680+159.4% | $6,710+119.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |