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 | $1,371,414 | $115,882+1083.5% | $100,516+1264.4% | $158,922+762.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 85.46% | 34.79%+50.7pp | 30.89%+54.6pp | 302.83%-217.4pp |
| Employer contribution / active EE | $35,667 | $4,103+769.3% | $3,418+943.6% | $4,761+649.1% |
| Participant deferral / active EE | $9,100 | $6,674+36.3% | $6,270+45.1% | $5,982+52.1% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |