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 | $1,990,387 | $217,402+815.5% | $185,823+971.1% | $167,490+1088.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 42.66% | 148.36%-105.7pp | 122.05%-79.4pp | 478.56%-435.9pp |
| Employer contribution / active EE | $15,876 | $5,873+170.3% | $5,167+207.2% | $4,837+228.2% |
| Participant deferral / active EE | $17,333 | $6,356+172.7% | $5,568+211.3% | $6,341+173.3% |
| Admin fee / account holder | $108 | $19,811-99.5% | $16,237-99.3% | $12,309-99.1% |