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 | $1,061,526 | $124,281+754.1% | $109,143+872.6% | $167,490+533.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 42.50% | 26.04%+16.5pp | 25.75%+16.7pp | 478.56%-436.1pp |
| Employer contribution / active EE | $1,428 | $4,207-66.1% | $3,722-61.6% | $4,837-70.5% |
| Participant deferral / active EE | $13,063 | $5,255+148.6% | $4,653+180.7% | $6,341+106.0% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |