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 | $1,066,267 | $149,734+612.1% | $118,925+796.6% | $158,922+570.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 25.69% | 19.95%+5.7pp | 35.88%-10.2pp | 302.83%-277.1pp |
| Employer contribution / active EE | $8,538 | $4,115+107.5% | $3,263+161.7% | $4,761+79.3% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $270 | $8,603-96.9% | $6,581-95.9% | $11,246-97.6% |