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 | $350,577 | $209,832+67.1% | $189,513+85.0% | $167,490+109.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.96% | 748.27%-725.3pp | 555.15%-532.2pp | 478.56%-455.6pp |
| Employer contribution / active EE | $19,985 | $6,914+189.1% | $6,162+224.4% | $4,837+313.1% |
| Participant deferral / active EE | $13,300 | $8,935+48.9% | $8,221+61.8% | $6,341+109.7% |
| Admin fee / account holder | $58 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |