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 8-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 | $913,322 | $150,187+508.1% | $120,354+658.9% | $145,922+525.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 24.04% | 154.07%-130.0pp | 107.15%-83.1pp | 561.29%-537.2pp |
| Employer contribution / active EE | $12,076 | $4,348+177.7% | $3,463+248.8% | $4,660+159.2% |
| Participant deferral / active EE | $6,100 | $6,173-1.2% | $4,991+22.2% | $6,688-8.8% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |