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 | $308,434 | $210,698+46.4% | $178,014+73.3% | $145,959+111.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 44.56% | 386.27%-341.7pp | 294.80%-250.2pp | 561.95%-517.4pp |
| Employer contribution / active EE | $2,170 | $4,567-52.5% | $3,950-45.1% | $4,661-53.5% |
| Participant deferral / active EE | $11,001 | $6,958+58.1% | $6,276+75.3% | $6,689+64.5% |
| Admin fee / account holder | $122 | $12,016-99.0% | $10,362-98.8% | $13,398-99.1% |