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 9-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 | $2,700,784 | $117,983+2189.1% | $101,794+2553.2% | $142,382+1796.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 26.90% | 36.92%-10.0pp | 30.53%-3.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $6,839 | $2,773+146.6% | $2,289+198.8% | $4,299+59.1% |
| Participant deferral / active EE | $31,076 | $4,714+559.3% | $4,084+660.9% | $6,507+377.6% |
| Admin fee / account holder | $5 | $10,433-99.9% | $8,777-99.9% | $12,624-100.0% |