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 | $1,225,078 | $126,574+867.9% | $106,213+1053.4% | $145,922+739.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.89% | 224.79%-205.9pp | 116.14%-97.2pp | 561.29%-542.4pp |
| Employer contribution / active EE | $23,565 | $3,730+531.7% | $3,171+643.0% | $4,660+405.7% |
| Participant deferral / active EE | $20,333 | $5,724+255.3% | $5,016+305.4% | $6,688+204.0% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |