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 | $1,466,912 | $180,449+712.9% | $154,107+851.9% | $135,375+983.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 31.46% | 888.09%-856.6pp | 735.12%-703.7pp | 519.73%-488.3pp |
| Employer contribution / active EE | $11,236 | $6,035+86.2% | $5,298+112.1% | $4,779+135.1% |
| Participant deferral / active EE | $13,600 | $5,806+134.2% | $5,081+167.7% | $5,609+142.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |