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 | $560,086 | $169,032+231.3% | $129,207+333.5% | $145,922+283.8% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.6%+3.1pp | 80.3%-7.5pp |
| Annual return | 12.67% | 14330.11%-14317.4pp | 9417.33%-9404.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $23,131 | $5,537+317.8% | $4,153+457.0% | $4,660+396.4% |
| Participant deferral / active EE | $18,277 | $4,987+266.5% | $4,168+338.6% | $6,688+173.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |