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 | $1,127,291 | $183,963+512.8% | $162,163+595.2% | $152,861+637.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.94% | 150.76%-122.8pp | 115.59%-87.7pp | 345.32%-317.4pp |
| Employer contribution / active EE | $21,646 | $6,371+239.8% | $5,614+285.6% | $4,762+354.5% |
| Participant deferral / active EE | $22,000 | $8,034+173.8% | $7,298+201.5% | $5,850+276.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |