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 7-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 | $1,104,588 | $201,272+448.8% | $184,203+499.7% | $145,922+657.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.86% | 29.00%-9.1pp | 28.81%-8.9pp | 561.29%-541.4pp |
| Employer contribution / active EE | $7,677 | $7,022+9.3% | $6,427+19.4% | $4,660+64.8% |
| Participant deferral / active EE | $20,809 | $9,806+112.2% | $9,131+127.9% | $6,688+211.2% |
| Admin fee / account holder | $1 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |