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 | $336,738 | $202,318+66.4% | $172,739+94.9% | $152,861+120.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.94% | 1029.65%-1001.7pp | 802.84%-774.9pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,746 | $5,856-53.1% | $5,143-46.6% | $4,762-42.3% |
| Participant deferral / active EE | $16,547 | $5,948+178.2% | $5,198+218.4% | $5,850+182.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |