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 | $545,613 | $88,710+515.1% | $81,783+567.1% | $145,959+273.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.77% | 1027.26%-1007.5pp | 775.05%-755.3pp | 561.95%-542.2pp |
| Employer contribution / active EE | $23,250 | $3,083+654.1% | $2,913+698.3% | $4,661+398.8% |
| Participant deferral / active EE | $15,000 | $4,645+222.9% | $4,320+247.2% | $6,689+124.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |