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 | $1,141,137 | $201,259+467.0% | $184,200+519.5% | $145,959+681.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.86% | 28.98%-0.1pp | 28.80%+0.1pp | 561.95%-533.1pp |
| Employer contribution / active EE | $26,736 | $7,018+281.0% | $6,424+316.2% | $4,661+473.6% |
| Participant deferral / active EE | $22,096 | $9,806+125.3% | $9,132+142.0% | $6,689+230.3% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |