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 | $582,396 | $150,440+287.1% | $136,294+327.3% | $147,584+294.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 135.79% | 1049.08%-913.3pp | 5155.94%-5020.1pp | 578.55%-442.8pp |
| Employer contribution / active EE | $6,958 | $5,256+32.4% | $4,695+48.2% | $4,876+42.7% |
| Participant deferral / active EE | $8,400 | $6,630+26.7% | $6,247+34.5% | $5,439+54.4% |
| Admin fee / account holder | $79 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |