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 | $1,107,468 | $183,519+503.5% | $155,509+612.2% | $145,922+658.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 37.15% | 61.17%-24.0pp | 64.67%-27.5pp | 561.29%-524.1pp |
| Employer contribution / active EE | $27,500 | $5,313+417.6% | $4,672+488.6% | $4,660+490.2% |
| Participant deferral / active EE | $15,250 | $6,462+136.0% | $5,626+171.1% | $6,688+128.0% |
| Admin fee / account holder | $24 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |