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 | $1,254,940 | $96,305+1203.1% | $80,569+1457.6% | $139,434+800.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.86% | 1350.08%-1332.2pp | 935.43%-917.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $9,900 | $3,262+203.5% | $2,723+263.5% | $4,751+108.4% |
| Participant deferral / active EE | $24,375 | $5,232+365.9% | $4,447+448.1% | $6,710+263.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |