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 | $524,048 | $183,963+184.9% | $162,163+223.2% | $152,861+242.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.44% | 150.76%-131.3pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,987 | $6,371-53.1% | $5,614-46.8% | $4,762-37.3% |
| Participant deferral / active EE | $9,476 | $8,034+18.0% | $7,298+29.8% | $5,850+62.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |