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 | $818,428 | $201,272+306.6% | $184,203+344.3% | $145,922+460.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 42.44% | 29.00%+13.4pp | 28.81%+13.6pp | 561.29%-518.8pp |
| Employer contribution / active EE | $14,398 | $7,022+105.0% | $6,427+124.0% | $4,660+209.0% |
| Participant deferral / active EE | $13,090 | $9,806+33.5% | $9,131+43.4% | $6,688+95.7% |
| Admin fee / account holder | $62 | $16,364-99.6% | $13,901-99.6% | $13,397-99.5% |