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 | $650,704 | $74,888+768.9% | $71,209+813.8% | $142,382+357.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.88% | 345.14%-324.3pp | 282.51%-261.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $12,200 | $2,854+327.4% | $2,721+348.4% | $4,299+183.8% |
| Participant deferral / active EE | $28,496 | $4,454+539.7% | $4,175+582.5% | $6,507+337.9% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |