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 | $1,098,501 | $202,318+443.0% | $172,739+535.9% | $152,861+618.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.31% | 1029.65%-1001.3pp | 802.84%-774.5pp | 345.32%-317.0pp |
| Employer contribution / active EE | $13,722 | $5,856+134.3% | $5,143+166.8% | $4,762+188.1% |
| Participant deferral / active EE | $11,075 | $5,948+86.2% | $5,198+113.1% | $5,850+89.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |