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 | $1,181,587 | $180,449+554.8% | $154,107+666.7% | $135,375+772.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.03% | 888.09%-889.1pp | 735.12%-736.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $10,408 | $6,035+72.5% | $5,298+96.5% | $4,779+117.8% |
| Participant deferral / active EE | $3,758 | $5,806-35.3% | $5,081-26.0% | $5,609-33.0% |
| Admin fee / account holder | $20 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |