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 | $318,811 | $96,635+229.9% | $86,612+268.1% | $139,434+128.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.77% | 106.41%-86.6pp | 591.07%-571.3pp | 372.94%-353.2pp |
| Employer contribution / active EE | $27,696 | $3,263+748.8% | $3,022+816.3% | $4,751+483.0% |
| Participant deferral / active EE | $27,917 | $4,836+477.3% | $4,438+529.1% | $6,710+316.0% |
| Admin fee / account holder | $186 | $6,408-97.1% | $5,614-96.7% | $11,403-98.4% |