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 7-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 | $366,743 | $202,318+81.3% | $172,739+112.3% | $152,861+139.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.53% | 1029.65%-1017.1pp | 802.84%-790.3pp | 345.32%-332.8pp |
| Employer contribution / active EE | $14,725 | $5,856+151.5% | $5,143+186.3% | $4,762+209.2% |
| Participant deferral / active EE | $17,959 | $5,948+201.9% | $5,198+245.5% | $5,850+207.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |