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 | $1,265,596 | $209,832+503.1% | $189,513+567.8% | $167,490+655.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.91% | 748.27%-729.4pp | 555.15%-536.2pp | 478.56%-459.6pp |
| Employer contribution / active EE | $13,714 | $6,914+98.4% | $6,162+122.6% | $4,837+183.5% |
| Participant deferral / active EE | $13,714 | $8,935+53.5% | $8,221+66.8% | $6,341+116.3% |
| Admin fee / account holder | $14 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |