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 | $1,008,946 | $201,272+401.3% | $184,203+447.7% | $145,922+591.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.70% | 29.00%-3.3pp | 28.81%-3.1pp | 561.29%-535.6pp |
| Employer contribution / active EE | $12,737 | $7,022+81.4% | $6,427+98.2% | $4,660+173.3% |
| Participant deferral / active EE | $18,127 | $9,806+84.9% | $9,131+98.5% | $6,688+171.0% |
| Admin fee / account holder | $155 | $16,364-99.1% | $13,901-98.9% | $13,397-98.8% |