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 | $905,221 | $148,534+509.4% | $135,903+566.1% | $139,434+549.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.95% | 79.19%-50.2pp | 68.23%-39.3pp | 372.94%-344.0pp |
| Employer contribution / active EE | $23,550 | $5,243+349.2% | $4,856+385.0% | $4,751+395.7% |
| Participant deferral / active EE | $16,911 | $8,100+108.8% | $7,758+118.0% | $6,710+152.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |