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 | $1,232,647 | $176,056+600.1% | $159,436+673.1% | $167,490+636.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 29.91% | 331.75%-301.8pp | 263.57%-233.7pp | 478.56%-448.6pp |
| Employer contribution / active EE | $29,000 | $5,297+447.5% | $4,829+500.5% | $4,837+499.5% |
| Participant deferral / active EE | $3,000 | $7,750-61.3% | $7,352-59.2% | $6,341-52.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |