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 | $364,358 | $165,335+120.4% | $149,696+143.4% | $158,922+129.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.29% | 348.15%-314.9pp | 276.60%-243.3pp | 302.83%-269.5pp |
| Employer contribution / active EE | $14,096 | $5,103+176.2% | $4,644+203.5% | $4,761+196.1% |
| Participant deferral / active EE | $2,989 | $7,181-58.4% | $6,842-56.3% | $5,982-50.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |