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 8-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 | $363,565 | $106,543+241.2% | $91,220+298.6% | $134,475+170.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 20.70% | 160.60%-139.9pp | 114.01%-93.3pp | 417.96%-397.3pp |
| Employer contribution / active EE | $3,940 | $3,331+18.3% | $2,850+38.2% | $4,740-16.9% |
| Participant deferral / active EE | $18,000 | $4,719+281.5% | $4,234+325.2% | $6,400+181.3% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |