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 | $1,189,043 | $159,602+645.0% | $150,045+692.5% | $142,382+735.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.10% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $4,106 | $4,961-17.2% | $4,693-12.5% | $4,299-4.5% |
| Participant deferral / active EE | $12,257 | $8,310+47.5% | $7,997+53.3% | $6,507+88.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |