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 | $3,418,836 | $183,519+1762.9% | $155,509+2098.5% | $145,922+2242.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 68.85% | 61.17%+7.7pp | 64.67%+4.2pp | 561.29%-492.4pp |
| Employer contribution / active EE | $4,984 | $5,313-6.2% | $4,672+6.7% | $4,660+7.0% |
| Participant deferral / active EE | $30,500 | $6,462+372.0% | $5,626+442.1% | $6,688+356.1% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |