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 | $1,691,598 | $214,378+689.1% | $200,582+743.3% | $142,382+1088.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.01% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $10,524 | $6,841+53.8% | $6,419+64.0% | $4,299+144.8% |
| Participant deferral / active EE | $24,462 | $9,865+148.0% | $9,331+162.2% | $6,507+275.9% |
| Admin fee / account holder | $298 | $17,692-98.3% | $16,305-98.2% | $12,624-97.6% |