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 | $1,037,704 | $179,726+477.4% | $156,263+564.1% | $142,382+628.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.94% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $45,125 | $5,069+790.2% | $4,333+941.4% | $4,299+949.6% |
| Participant deferral / active EE | $34,750 | $6,956+399.6% | $6,158+464.3% | $6,507+434.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |