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 | $794,086 | $150,440+427.8% | $136,294+482.6% | $147,584+438.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 241.95% | 1049.08%-807.1pp | 5155.94%-4914.0pp | 578.55%-336.6pp |
| Employer contribution / active EE | $23,383 | $5,256+344.9% | $4,695+398.0% | $4,876+379.5% |
| Participant deferral / active EE | $16,500 | $6,630+148.9% | $6,247+164.1% | $5,439+203.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |