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 | $1,104,101 | $159,901+590.5% | $146,958+651.3% | $145,922+656.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.52% | 98.13%-64.6pp | 418.34%-384.8pp | 561.29%-527.8pp |
| Employer contribution / active EE | $48,663 | $5,286+820.6% | $4,933+886.5% | $4,660+944.4% |
| Participant deferral / active EE | $11,500 | $8,428+36.4% | $8,070+42.5% | $6,688+72.0% |
| Admin fee / account holder | $198 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |