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 | $1,227,070 | $100,754+1117.9% | $86,677+1315.7% | $134,475+812.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.00% | 29.04%-45.0pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $16,281 | $3,489+366.6% | $2,836+474.0% | $4,740+243.5% |
| Participant deferral / active EE | $9,449 | $5,338+77.0% | $4,656+103.0% | $6,400+47.7% |
| Admin fee / account holder | -$670 | $10,926-106.1% | $7,493-108.9% | $11,426-105.9% |