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 | $331,000 | $201,272+64.5% | $184,203+79.7% | $145,922+126.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 592.29% | 29.00%+563.3pp | 28.81%+563.5pp | 561.29%+31.0pp |
| Employer contribution / active EE | $32,520 | $7,022+363.1% | $6,427+406.0% | $4,660+597.9% |
| Participant deferral / active EE | $17,573 | $9,806+79.2% | $9,131+92.5% | $6,688+162.8% |
| Admin fee / account holder | $33 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |