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 8-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 | $463,410 | $156,846+195.5% | $121,098+282.7% | $139,434+232.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.63% | 1474.56%-1457.9pp | 985.75%-969.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $25,578 | $5,536+362.0% | $4,164+514.3% | $4,751+438.4% |
| Participant deferral / active EE | $23,380 | $4,844+382.6% | $4,080+473.1% | $6,710+248.4% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |