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 | $313,795 | $171,865+82.6% | $149,718+109.6% | $147,584+112.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.90% | 2113.22%-2094.3pp | 1501.63%-1482.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $20,321 | $6,275+223.8% | $5,445+273.2% | $4,876+316.7% |
| Participant deferral / active EE | $18,193 | $7,271+150.2% | $6,569+176.9% | $5,439+234.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |