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 3-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 | $1,163,068 | $185,822+525.9% | $169,993+584.2% | $139,434+734.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.98% | 60.50%-36.5pp | 53.37%-29.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $7,286 | $7,590-4.0% | $6,785+7.4% | $4,751+53.4% |
| Participant deferral / active EE | $25,456 | $11,622+119.0% | $10,408+144.6% | $6,710+279.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |