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 | $1,464,283 | $138,065+960.6% | $123,544+1085.2% | $135,375+981.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.42% | 153.68%-150.3pp | 119.20%-115.8pp | 519.73%-516.3pp |
| Employer contribution / active EE | $33,387 | $5,151+548.1% | $4,628+621.4% | $4,779+598.7% |
| Participant deferral / active EE | $6,216 | $6,799-8.6% | $6,426-3.3% | $5,609+10.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |