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 | $898,841 | $209,336+329.4% | $197,124+356.0% | $137,256+554.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 36.54% | 48.09%-11.5pp | 44.34%-7.8pp | 220.34%-183.8pp |
| Employer contribution / active EE | $20,872 | $6,591+216.7% | $6,227+235.2% | $4,156+402.2% |
| Participant deferral / active EE | $24,470 | $9,614+154.5% | $9,135+167.9% | $6,407+281.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |