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 6-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 | $1,229,791 | $201,272+511.0% | $184,203+567.6% | $145,922+742.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 53.77% | 29.00%+24.8pp | 28.81%+25.0pp | 561.29%-507.5pp |
| Employer contribution / active EE | $12,936 | $7,022+84.2% | $6,427+101.3% | $4,660+177.6% |
| Participant deferral / active EE | $22,870 | $9,806+133.2% | $9,131+150.5% | $6,688+242.0% |
| Admin fee / account holder | $143 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |