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 | $299,361 | $113,339+164.1% | $94,993+215.1% | $147,584+102.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 337.99% | 20.77%+317.2pp | 27.12%+310.9pp | 578.55%-240.6pp |
| Employer contribution / active EE | $39,240 | $3,160+1141.6% | $2,603+1407.2% | $4,876+704.7% |
| Participant deferral / active EE | $18,400 | $3,777+387.1% | $3,317+454.7% | $5,439+238.3% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |