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 8-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 | $1,117,220 | $209,411+433.5% | $178,490+525.9% | $158,922+603.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.90% | 188.75%-180.9pp | 151.07%-143.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $18,883 | $5,706+230.9% | $5,011+276.9% | $4,761+296.6% |
| Participant deferral / active EE | $20,542 | $5,954+245.0% | $5,202+294.9% | $5,982+243.4% |
| Admin fee / account holder | $262 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |