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 8-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 | $1,091,713 | $201,272+442.4% | $184,203+492.7% | $145,922+648.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.28% | 29.00%-6.7pp | 28.81%-6.5pp | 561.29%-539.0pp |
| Employer contribution / active EE | $8,533 | $7,022+21.5% | $6,427+32.8% | $4,660+83.1% |
| Participant deferral / active EE | $12,000 | $9,806+22.4% | $9,131+31.4% | $6,688+79.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |