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 | $1,626,755 | $201,259+708.3% | $184,200+783.1% | $145,959+1014.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.08% | 28.98%+2.1pp | 28.80%+2.3pp | 561.95%-530.9pp |
| Employer contribution / active EE | $25,232 | $7,018+259.5% | $6,424+292.8% | $4,661+441.4% |
| Participant deferral / active EE | $23,017 | $9,806+134.7% | $9,132+152.0% | $6,689+244.1% |
| Admin fee / account holder | $2 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |