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 | $6,444,428 | $108,172+5857.6% | $77,482+8217.3% | $158,922+3955.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 4.33% | 31.67%-27.3pp | 54.79%-50.5pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,689 | $1,325+103.0% | $986+172.6% | $4,761-43.5% |
| Participant deferral / active EE | $2,689 | $2,456+9.5% | $1,861+44.5% | $5,982-55.0% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |