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 | $361,897 | $165,984+118.0% | $164,813+119.6% | $145,922+148.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.55% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.7pp |
| Employer contribution / active EE | $48,865 | $5,273+826.7% | $4,341+1025.7% | $4,660+948.7% |
| Participant deferral / active EE | $31,300 | $6,959+349.8% | $6,031+418.9% | $6,688+368.0% |
| Admin fee / account holder | $5 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |