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 9-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 | $491,152 | $160,055+206.9% | $140,016+250.8% | $135,375+262.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 599.53% | 911.38%-311.8pp | 651.12%-51.6pp | 519.73%+79.8pp |
| Employer contribution / active EE | $20,933 | $6,420+226.0% | $5,606+273.4% | $4,779+338.0% |
| Participant deferral / active EE | $12,250 | $7,642+60.3% | $6,927+76.8% | $5,609+118.4% |
| Admin fee / account holder | $2 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |