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 | $309,456 | $150,440+105.7% | $136,294+127.1% | $147,584+109.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 47.48% | 1049.08%-1001.6pp | 5155.94%-5108.5pp | 578.55%-531.1pp |
| Employer contribution / active EE | $1,434 | $5,256-72.7% | $4,695-69.5% | $4,876-70.6% |
| Participant deferral / active EE | $22,000 | $6,630+231.8% | $6,247+252.2% | $5,439+304.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |