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 | $1,501,592 | $217,402+590.7% | $185,823+708.1% | $167,490+796.5% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 22.01% | 148.36%-126.4pp | 122.05%-100.0pp | 478.56%-456.6pp |
| Employer contribution / active EE | $13,419 | $5,873+128.5% | $5,167+159.7% | $4,837+177.4% |
| Participant deferral / active EE | $8,513 | $6,356+33.9% | $5,568+52.9% | $6,341+34.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |