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 9-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 | $4,131,721 | $575,287+618.2% | $727,807+467.7% | $575,287+618.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 79.1%+20.9pp | 88.5%+11.5pp |
| Annual return | 16.70% | 7.52%+9.2pp | 11.76%+4.9pp | 7.52%+9.2pp |
| Employer contribution / active EE | $120,000 | $26,761+348.4% | $20,120+496.4% | $26,761+348.4% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $1,216-100.0% | $6,006-100.0% |
| Admin fee / account holder | $200 | $17,721-98.9% | $7,460-97.3% | $17,721-98.9% |