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 4-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 | $822,042 | $175,202+369.2% | $149,673+449.2% | $139,434+489.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 47.44% | 166.71%-119.3pp | 134.42%-87.0pp | 372.94%-325.5pp |
| Employer contribution / active EE | $8,767 | $5,474+60.2% | $4,818+82.0% | $4,751+84.5% |
| Participant deferral / active EE | $25,000 | $6,519+283.5% | $5,680+340.1% | $6,710+272.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |