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 | $903,750 | $185,822+386.4% | $169,993+431.6% | $139,434+548.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.48% | 60.50%-39.0pp | 53.37%-31.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $18,142 | $7,590+139.0% | $6,785+167.4% | $4,751+281.9% |
| Participant deferral / active EE | $17,425 | $11,622+49.9% | $10,408+67.4% | $6,710+159.7% |
| Admin fee / account holder | $59 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |