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 | $1,908,347 | $176,377+982.0% | $134,143+1322.6% | $158,922+1100.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.09% | 63.63%-48.5pp | 36.33%-21.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $14,395 | $5,040+185.6% | $3,704+288.7% | $4,761+202.4% |
| Participant deferral / active EE | $17,333 | $4,091+323.7% | $3,499+395.4% | $5,982+189.8% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |