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 | $1,785,755 | $110,257+1519.6% | $96,544+1749.7% | $139,434+1180.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.98% | 26.32%-6.3pp | 25.84%-5.9pp | 372.94%-353.0pp |
| Employer contribution / active EE | $5,550 | $3,620+53.3% | $2,965+87.2% | $4,751+16.8% |
| Participant deferral / active EE | $11,250 | $5,548+102.8% | $4,851+131.9% | $6,710+67.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |