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 | $1,357,928 | $108,919+1146.7% | $100,391+1252.6% | $145,922+830.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.86% | 57.88%-35.0pp | 49.20%-26.3pp | 561.29%-538.4pp |
| Employer contribution / active EE | $7,695 | $4,419+74.1% | $3,942+95.2% | $4,660+65.1% |
| Participant deferral / active EE | $15,803 | $8,445+87.1% | $8,082+95.5% | $6,688+136.3% |
| Admin fee / account holder | $32 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |