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 9-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 | $786,089 | $209,411+275.4% | $178,490+340.4% | $158,922+394.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.07% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $27,430 | $5,706+380.7% | $5,011+447.4% | $4,761+476.1% |
| Participant deferral / active EE | $18,038 | $5,954+202.9% | $5,202+246.8% | $5,982+201.5% |
| Admin fee / account holder | $4 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |