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 10-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 | $367,767 | $91,037+304.0% | $71,671+413.1% | $147,584+149.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 261.51% | 20.48%+241.0pp | 20.65%+240.9pp | 578.55%-317.0pp |
| Employer contribution / active EE | $9,657 | $3,327+190.2% | $2,460+292.6% | $4,876+98.0% |
| Participant deferral / active EE | $5,333 | $4,498+18.6% | $3,438+55.1% | $5,439-1.9% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |