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 | $280,700 | $96,305+191.5% | $80,569+248.4% | $139,434+101.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.17% | 1350.08%-1326.9pp | 935.43%-912.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $6,359 | $3,262+94.9% | $2,723+133.5% | $4,751+33.8% |
| Participant deferral / active EE | $23,850 | $5,232+355.9% | $4,447+436.3% | $6,710+255.4% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |