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 | $1,085,184 | $175,600+518.0% | $129,110+740.5% | $134,475+707.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -4.81% | -11.39%+6.6pp | -10.94%+6.1pp | 417.96%-422.8pp |
| Employer contribution / active EE | $20,930 | $6,355+229.3% | $5,052+314.3% | $4,740+341.6% |
| Participant deferral / active EE | $27,000 | $7,975+238.5% | $6,542+312.7% | $6,400+321.9% |
| Admin fee / account holder | $50 | $23,567-99.8% | $14,302-99.7% | $11,426-99.6% |