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 | $481,881 | $171,865+180.4% | $149,718+221.9% | $147,584+226.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 30.19% | 2113.22%-2083.0pp | 1501.63%-1471.4pp | 578.55%-548.4pp |
| Employer contribution / active EE | $13,418 | $6,275+113.8% | $5,445+146.4% | $4,876+175.2% |
| Participant deferral / active EE | $9,000 | $7,271+23.8% | $6,569+37.0% | $5,439+65.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |