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 | $303,377 | $197,591+53.5% | $177,821+70.6% | $158,922+90.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 52.50% | 58.76%-6.3pp | 48.32%+4.2pp | 302.83%-250.3pp |
| Employer contribution / active EE | $21,527 | $6,697+221.4% | $5,918+263.7% | $4,761+352.1% |
| Participant deferral / active EE | $11,102 | $8,405+32.1% | $7,714+43.9% | $5,982+85.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |