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 | $656,023 | $159,602+311.0% | $150,045+337.2% | $142,382+360.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.49% | 70.24%-57.7pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $21,000 | $4,961+323.3% | $4,693+347.5% | $4,299+388.5% |
| Participant deferral / active EE | $31,000 | $8,310+273.0% | $7,997+287.6% | $6,507+376.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |