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 | $1,060,780 | $177,572+497.4% | $154,803+585.2% | $142,382+645.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 75.19% | 65.07%+10.1pp | 58.88%+16.3pp | 217.08%-141.9pp |
| Employer contribution / active EE | $16,026 | $4,810+233.2% | $4,305+272.2% | $4,299+272.8% |
| Participant deferral / active EE | $13,648 | $6,272+117.6% | $5,540+146.3% | $6,507+109.7% |
| Admin fee / account holder | $79 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |