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 10-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 | $335,117 | $171,865+95.0% | $149,718+123.8% | $147,584+127.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.81% | 2113.22%-2098.4pp | 1501.63%-1486.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $19,010 | $6,275+202.9% | $5,445+249.1% | $4,876+289.8% |
| Participant deferral / active EE | $10,821 | $7,271+48.8% | $6,569+64.7% | $5,439+99.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |