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 | $726,784 | $183,963+295.1% | $162,163+348.2% | $152,861+375.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 41.10% | 150.76%-109.7pp | 115.59%-74.5pp | 345.32%-304.2pp |
| Employer contribution / active EE | $21,496 | $6,371+237.4% | $5,614+282.9% | $4,762+351.4% |
| Participant deferral / active EE | $12,250 | $8,034+52.5% | $7,298+67.9% | $5,850+109.4% |
| Admin fee / account holder | $88 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |