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 | $1,013,681 | $270,399+274.9% | $209,409+384.1% | $357,791+183.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 10.39% | 194.89%-184.5pp | 159.49%-149.1pp | 396.79%-386.4pp |
| Employer contribution / active EE | $72,000 | $6,982+931.2% | $5,035+1330.1% | $7,508+859.0% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $4,230-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $18,969-100.0% | $16,474-100.0% | $28,387-100.0% |