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 7-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 | $793,935 | $158,398+401.2% | $126,539+527.4% | $142,382+457.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.90% | 593.76%-570.9pp | 425.95%-403.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $7,143 | $4,650+53.6% | $3,674+94.4% | $4,299+66.1% |
| Participant deferral / active EE | $13,039 | $4,767+173.5% | $4,083+219.4% | $6,507+100.4% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |