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 | $1,551,642 | $114,047+1260.5% | $96,139+1514.0% | $167,490+826.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.29% | 189.88%-174.6pp | 191.94%-176.7pp | 478.56%-463.3pp |
| Employer contribution / active EE | $11,300 | $3,427+229.7% | $2,797+304.0% | $4,837+133.6% |
| Participant deferral / active EE | $21,667 | $5,194+317.2% | $4,349+398.2% | $6,341+241.7% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |