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 | $766,587 | $176,662+333.9% | $130,648+486.8% | $152,861+401.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.13% | 2692.24%-2671.1pp | 1708.96%-1687.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $15,425 | $5,742+168.6% | $4,092+277.0% | $4,762+223.9% |
| Participant deferral / active EE | $16,267 | $4,361+273.0% | $3,603+351.5% | $5,850+178.1% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |