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 5-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 | $388,944 | $210,648+84.6% | $177,989+118.5% | $145,922+166.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.84% | 385.86%-372.0pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $18,013 | $4,565+294.6% | $3,949+356.2% | $4,660+286.6% |
| Participant deferral / active EE | $23,000 | $6,958+230.6% | $6,276+266.5% | $6,688+243.9% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |