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 | $1,477,046 | $135,952+986.4% | $123,892+1092.2% | $273,961+439.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 43.38% | 56.63%-13.2pp | 47.52%-4.1pp | 41.45%+1.9pp |
| Employer contribution / active EE | $2,040 | $5,170-60.5% | $4,617-55.8% | $4,869-58.1% |
| Participant deferral / active EE | $680,630 | $6,343+10631.0% | $5,984+11273.9% | $5,287+12773.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |