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 4-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 | $253,907 | $138,044+83.9% | $125,339+102.6% | $134,475+88.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 61.33% | 750.33%-689.0pp | 572.05%-510.7pp | 417.96%-356.6pp |
| Employer contribution / active EE | $2,563 | $5,243-51.1% | $4,814-46.8% | $4,740-45.9% |
| Participant deferral / active EE | $14,278 | $7,799+83.1% | $7,446+91.7% | $6,400+123.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |