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 7-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 | $514,679 | $154,228+233.7% | $145,433+253.9% | $137,256+275.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.78% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $27,954 | $4,804+481.9% | $4,554+513.8% | $4,156+572.6% |
| Participant deferral / active EE | $16,667 | $8,216+102.8% | $7,897+111.0% | $6,407+160.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |