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 6-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 | $358,329 | $183,519+95.3% | $155,509+130.4% | $145,922+145.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.80% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $7,000 | $5,313+31.8% | $4,672+49.8% | $4,660+50.2% |
| Participant deferral / active EE | $14,000 | $6,462+116.6% | $5,626+148.8% | $6,688+109.3% |
| Admin fee / account holder | $60 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |