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 | $1,128,923 | $97,125+1062.3% | $86,233+1209.2% | $137,256+722.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 18.46% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,539 | $2,841-45.8% | $2,504-38.6% | $4,156-63.0% |
| Participant deferral / active EE | $20,951 | $5,180+304.5% | $4,559+359.5% | $6,407+227.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |