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 | $1,136,111 | $124,185+814.9% | $108,410+948.0% | $167,490+578.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.71% | 1379.64%-1348.9pp | 905.27%-874.6pp | 478.56%-447.8pp |
| Employer contribution / active EE | $16,474 | $4,187+293.5% | $3,558+363.0% | $4,837+240.5% |
| Participant deferral / active EE | $14,877 | $6,908+115.4% | $6,563+126.7% | $6,341+134.6% |
| Admin fee / account holder | $244 | $9,455-97.4% | $7,295-96.7% | $12,309-98.0% |