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 | $1,360,840 | $176,056+673.0% | $159,436+753.5% | $167,490+712.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2767.53% | 331.75%+2435.8pp | 263.57%+2504.0pp | 478.56%+2289.0pp |
| Employer contribution / active EE | $42,667 | $5,297+705.5% | $4,829+783.5% | $4,837+782.0% |
| Participant deferral / active EE | $8,667 | $7,750+11.8% | $7,352+17.9% | $6,341+36.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |