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 | $761,396 | $226,064+236.8% | $182,532+317.1% | $152,861+398.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.41% | 192.51%-172.1pp | 148.54%-128.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $13,871 | $4,978+178.6% | $4,076+240.3% | $4,762+191.3% |
| Participant deferral / active EE | $8,533 | $6,368+34.0% | $5,524+54.5% | $5,850+45.9% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |