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 | $617,753 | $169,032+265.5% | $129,207+378.1% | $145,922+323.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 17.25% | 14330.11%-14312.9pp | 9417.33%-9400.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $34,500 | $5,537+523.1% | $4,153+730.7% | $4,660+640.4% |
| Participant deferral / active EE | $22,875 | $4,987+358.7% | $4,168+448.9% | $6,688+242.0% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,715-99.7% | $13,397-99.9% |