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 | $1,909,615 | $209,411+811.9% | $178,490+969.9% | $158,922+1101.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 42.95% | 188.75%-145.8pp | 151.07%-108.1pp | 302.83%-259.9pp |
| Employer contribution / active EE | $19,906 | $5,706+248.8% | $5,011+297.3% | $4,761+318.1% |
| Participant deferral / active EE | $22,750 | $5,954+282.1% | $5,202+337.4% | $5,982+280.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |