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 9-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 | $315,362 | $183,519+71.8% | $155,509+102.8% | $145,922+116.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.14% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $9,241 | $5,313+73.9% | $4,672+97.8% | $4,660+98.3% |
| Participant deferral / active EE | $15,507 | $6,462+140.0% | $5,626+175.6% | $6,688+131.9% |
| Admin fee / account holder | $100 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |