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 | $883,971 | $105,998+734.0% | $92,233+858.4% | $147,584+499.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.49% | 50.05%-28.6pp | 176.28%-154.8pp | 578.55%-557.1pp |
| Employer contribution / active EE | $24,266 | $4,333+460.0% | $3,679+559.5% | $4,876+397.6% |
| Participant deferral / active EE | $9,000 | $4,478+101.0% | $3,897+131.0% | $5,439+65.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |