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 | $1,565,283 | $185,822+742.4% | $169,993+820.8% | $139,434+1022.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.71% | 60.50%-39.8pp | 53.37%-32.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $25,750 | $7,590+239.3% | $6,785+279.5% | $4,751+442.0% |
| Participant deferral / active EE | $24,423 | $11,622+110.1% | $10,408+134.7% | $6,710+264.0% |
| Admin fee / account holder | -$632 | $15,381-104.1% | $12,815-104.9% | $11,403-105.5% |