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 | $488,576 | $90,348+440.8% | $75,972+543.1% | $145,922+234.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 21.63% | 620.88%-599.2pp | 359.55%-337.9pp | 561.29%-539.7pp |
| Employer contribution / active EE | $7,530 | $3,311+127.4% | $2,685+180.5% | $4,660+61.6% |
| Participant deferral / active EE | $17,149 | $5,162+232.2% | $4,255+303.0% | $6,688+156.4% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |