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 | $1,144,311 | $105,126+988.5% | $94,646+1109.0% | $139,434+720.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.52% | 38.03%-22.5pp | 156.71%-141.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $16,241 | $4,106+295.6% | $3,672+342.3% | $4,751+241.9% |
| Participant deferral / active EE | $11,198 | $7,599+47.3% | $7,418+51.0% | $6,710+66.9% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |