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 6-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 | $545,883 | $202,318+169.8% | $172,739+216.0% | $152,861+257.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $36,960 | $5,856+531.1% | $5,143+618.7% | $4,762+676.1% |
| Participant deferral / active EE | $13,709 | $5,948+130.5% | $5,198+163.8% | $5,850+134.3% |
| Admin fee / account holder | $237 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |