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 | $452,740 | $88,751+410.1% | $81,812+453.4% | $145,922+210.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.58% | 1025.40%-1005.8pp | 773.79%-754.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $13,891 | $3,083+350.5% | $2,912+377.0% | $4,660+198.1% |
| Participant deferral / active EE | $5,928 | $4,643+27.7% | $4,319+37.3% | $6,688-11.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |