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 9-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 | $1,205,302 | $148,534+711.5% | $135,903+786.9% | $139,434+764.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.64% | 79.19%-57.6pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $20,335 | $5,243+287.8% | $4,856+318.7% | $4,751+328.0% |
| Participant deferral / active EE | $14,833 | $8,100+83.1% | $7,758+91.2% | $6,710+121.0% |
| Admin fee / account holder | $37 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |