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 | $430,594 | $165,335+160.4% | $149,696+187.6% | $158,922+170.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1493.73% | 348.15%+1145.6pp | 276.60%+1217.1pp | 302.83%+1190.9pp |
| Employer contribution / active EE | $7,700 | $5,103+50.9% | $4,644+65.8% | $4,761+61.7% |
| Participant deferral / active EE | $16,000 | $7,181+122.8% | $6,842+133.9% | $5,982+167.5% |
| Admin fee / account holder | $125 | $10,807-98.8% | $9,309-98.7% | $11,246-98.9% |