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 3-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 | $1,552,597 | $183,519+746.0% | $155,509+898.4% | $145,922+964.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.25% | 61.17%-30.9pp | 64.67%-34.4pp | 561.29%-531.0pp |
| Employer contribution / active EE | $13,680 | $5,313+157.5% | $4,672+192.8% | $4,660+193.6% |
| Participant deferral / active EE | $15,250 | $6,462+136.0% | $5,626+171.1% | $6,688+128.0% |
| Admin fee / account holder | $165 | $19,313-99.1% | $15,912-99.0% | $13,397-98.8% |