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 7-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 | $320,083 | $180,028+77.8% | $138,135+131.7% | $158,922+101.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 14.93% | 21.68%-6.8pp | 20.51%-5.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $9,154 | $7,470+22.5% | $5,587+63.8% | $4,761+92.3% |
| Participant deferral / active EE | $16,383 | $7,717+112.3% | $6,431+154.7% | $5,982+173.9% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |