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 | $1,271,580 | $148,534+756.1% | $135,903+835.7% | $139,434+812.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.25% | 79.19%-63.9pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $17,922 | $5,243+241.8% | $4,856+269.1% | $4,751+277.2% |
| Participant deferral / active EE | $18,338 | $8,100+126.4% | $7,758+136.4% | $6,710+173.3% |
| Admin fee / account holder | -$333 | $12,400-102.7% | $10,762-103.1% | $11,403-102.9% |