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 5-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 | $1,535,089 | $214,378+616.1% | $200,582+665.3% | $142,382+978.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.07% | 46.41%-33.3pp | 42.33%-29.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $26,664 | $6,841+289.7% | $6,419+315.4% | $4,299+520.2% |
| Participant deferral / active EE | $19,875 | $9,865+101.5% | $9,331+113.0% | $6,507+205.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |