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 | $1,432,428 | $217,402+558.9% | $185,823+670.9% | $167,490+755.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.43% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $9,701 | $5,873+65.2% | $5,167+87.7% | $4,837+100.5% |
| Participant deferral / active EE | $10,660 | $6,356+67.7% | $5,568+91.5% | $6,341+68.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |