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 | $327,551 | $165,984+97.3% | $164,813+98.7% | $145,922+124.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.99% | 100.03%-80.0pp | 69.93%-49.9pp | 561.29%-541.3pp |
| Employer contribution / active EE | $32,479 | $5,273+516.0% | $4,341+648.2% | $4,660+597.0% |
| Participant deferral / active EE | $21,121 | $6,959+203.5% | $6,031+250.2% | $6,688+215.8% |
| Admin fee / account holder | $47 | $16,648-99.7% | $12,690-99.6% | $13,397-99.7% |