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 | $355,642 | $210,648+68.8% | $177,989+99.8% | $145,922+143.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.03% | 385.86%-362.8pp | 294.48%-271.5pp | 561.29%-538.3pp |
| Employer contribution / active EE | $9,500 | $4,565+108.1% | $3,949+140.6% | $4,660+103.9% |
| Participant deferral / active EE | $20,333 | $6,958+192.2% | $6,276+224.0% | $6,688+204.0% |
| Admin fee / account holder | $33 | $12,013-99.7% | $10,363-99.7% | $13,397-99.8% |