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 | $1,353,420 | $217,402+522.5% | $185,823+628.3% | $167,490+708.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.24% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $11,601 | $5,873+97.5% | $5,167+124.5% | $4,837+139.8% |
| Participant deferral / active EE | $10,423 | $6,356+64.0% | $5,568+87.2% | $6,341+64.4% |
| Admin fee / account holder | -$1 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |