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 | $256,460 | $177,572+44.4% | $154,803+65.7% | $142,382+80.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.32% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $19,869 | $4,810+313.0% | $4,305+361.5% | $4,299+362.2% |
| Participant deferral / active EE | $7,833 | $6,272+24.9% | $5,540+41.4% | $6,507+20.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |