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 | $435,479 | $138,044+215.5% | $125,339+247.4% | $134,475+223.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | 92.07% | 750.33%-658.3pp | 572.05%-480.0pp | 417.96%-325.9pp |
| Employer contribution / active EE | $10,857 | $5,243+107.1% | $4,814+125.5% | $4,740+129.1% |
| Participant deferral / active EE | $12,369 | $7,799+58.6% | $7,446+66.1% | $6,400+93.3% |
| Admin fee / account holder | $246 | $11,571-97.9% | $10,010-97.5% | $11,426-97.8% |