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 | $1,333,439 | $155,788+755.9% | $124,672+969.6% | $167,490+696.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 24.31% | 17.97%+6.3pp | 5142.93%-5118.6pp | 478.56%-454.2pp |
| Employer contribution / active EE | $7,936 | $4,163+90.6% | $3,324+138.8% | $4,837+64.0% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $226 | $9,531-97.6% | $7,493-97.0% | $12,309-98.2% |