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 8-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 | $588,576 | $197,591+197.9% | $177,821+231.0% | $158,922+270.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.69% | 58.76%-46.1pp | 48.32%-35.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $11,528 | $6,697+72.1% | $5,918+94.8% | $4,761+142.1% |
| Participant deferral / active EE | $13,197 | $8,405+57.0% | $7,714+71.1% | $5,982+120.6% |
| Admin fee / account holder | $83 | $15,399-99.5% | $12,427-99.3% | $11,246-99.3% |