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 | $1,475,792 | $171,865+758.7% | $149,718+885.7% | $147,584+900.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.92% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $23,200 | $6,275+269.7% | $5,445+326.1% | $4,876+375.8% |
| Participant deferral / active EE | $12,000 | $7,271+65.0% | $6,569+82.7% | $5,439+120.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |