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 | $295,837 | $102,966+187.3% | $90,281+227.7% | $152,861+93.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.18% | 95.16%-70.0pp | 78.10%-52.9pp | 345.32%-320.1pp |
| Employer contribution / active EE | $4,054 | $3,139+29.2% | $2,854+42.0% | $4,762-14.9% |
| Participant deferral / active EE | $14,634 | $4,281+241.8% | $3,885+276.7% | $5,850+150.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |