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 | $319,323 | $171,865+85.8% | $149,718+113.3% | $147,584+116.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 45.72% | 2113.22%-2067.5pp | 1501.63%-1455.9pp | 578.55%-532.8pp |
| Employer contribution / active EE | $5,229 | $6,275-16.7% | $5,445-4.0% | $4,876+7.2% |
| Participant deferral / active EE | $6,478 | $7,271-10.9% | $6,569-1.4% | $5,439+19.1% |
| Admin fee / account holder | $3 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |