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 | $424,399 | $104,907+304.5% | $84,611+401.6% | $152,861+177.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 35.57% | 373.79%-338.2pp | 258.74%-223.2pp | 345.32%-309.7pp |
| Employer contribution / active EE | $9,628 | $3,302+191.6% | $2,652+263.0% | $4,762+102.2% |
| Participant deferral / active EE | $18,713 | $4,688+299.2% | $3,899+380.0% | $5,850+219.9% |
| Admin fee / account holder | $152 | $6,241-97.6% | $4,912-96.9% | $11,596-98.7% |