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 8-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 | $340,867 | $198,466+71.8% | $170,442+100.0% | $147,584+131.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.89% | 257.29%-233.4pp | 205.93%-182.0pp | 578.55%-554.7pp |
| Employer contribution / active EE | $18,746 | $6,184+203.2% | $5,433+245.1% | $4,876+284.4% |
| Participant deferral / active EE | $18,000 | $5,629+219.7% | $4,939+264.4% | $5,439+231.0% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |